Bradley Foster & Sargent Inc Schwab Strategic U.S. Mid Cap Transaction History

Bradley Foster & Sargent Inc

  • $6.6 Billion
  • Q3 2025

A detailed history of Bradley Foster & Sargent Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bradley Foster & Sargent Inc holds 66,954 shares of SCHM stock, worth $1.95 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
66,954
Previous 67,308 0.53%
Holding current value
$1.95 Million
Previous $1.89 Million 5.14%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$28.15 - $30.13 $9,965 - $10,666
-354 Reduced 0.53%
66,954 $1.98 Million
Q2 2025

Aug 11, 2025
BUY
$22.92 - $28.05 $1.54 Million - $1.89 Million
67,308 New
67,308 $1.89 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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