Birchbrook, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Birchbrook, Inc.

$178 Billion
Q1 2025

A detailed history of Birchbrook, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Birchbrook, Inc. holds 185,186 shares of SCHM stock, worth $5.01 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

185,186

Previous 202,486 8.54%

Holding current value

$5.01 Million

Previous $5.61 Billion 13.53%

% of portfolio

2.73%

Previous 3.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jun 10, 2025	SELL	$25.58 - $29.24 $442,533 - $505,852	-17,300 Reduced 8.54%	185,186 $4.85 Billion
Q4 2024 Jun 10, 2025	BUY	$27.54 - $83.04 $3.67 Million - $11.1 Million	133,376 Added 192.99%	202,486 $5.61 Billion
Q3 2024 Jun 10, 2025	SELL	$75.47 - $83.18 $11,848 - $13,059	-157 Reduced 0.23%	69,110 $5.74 Billion
Q2 2024 Jun 10, 2025	SELL	$75.69 - $81.19 $84,999 - $91,176	-1,123 Reduced 1.6%	69,267 $5.39 Billion
Q1 2024 Jun 10, 2025	SELL	$72.89 - $81.43 $198,771 - $222,059	-2,727 Reduced 3.73%	70,390 $5.73 Billion
Q4 2023 Jun 10, 2025	BUY	$63.01 - $75.95 $4.61 Million - $5.55 Million	73,117 New	73,117 $5.51 Billion

Others Institutions Holding SCHM

# of Institutions

1,005

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Birchbrook, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Birchbrook, Inc. with notifications on news.

Account