Caitlin John, LLC Schwab Strategic U.S. Mid Cap Transaction History

Caitlin John, LLC

$144 Billion
Q3 2025

A detailed history of Caitlin John, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Caitlin John, LLC holds 114 shares of SCHM stock, worth $3,324. This represents 0.0% of its overall portfolio holdings.

Number of Shares

114

Holding current value

$3,324

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$28.15 - $30.13 $3,209 - $3,434	114 New	114 $3.38 Million
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $5,735 - $6,321	76 Added 200.0%	114 $3.32 Million
Q2 2024 Jan 27, 2025	SELL	$75.69 - $81.19 $5,752 - $6,170	-76 Reduced 66.67%	38 $2.96 Million
Q1 2024 Jan 27, 2025	SELL	$72.89 - $81.43 $5,539 - $6,188	-76 Reduced 66.67%	38 $3.09 Million
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $2,394 - $2,886	38 New	38 $2.86 Million

Others Institutions Holding SCHM

# of Institutions

1,060

Shares Held

281M

Call Options Held

8.7K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

58.8M
Shares

$1.71 Billion
3.34% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$861 Million
0.68% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$314 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.5M
Shares

$305 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

10M
Shares

$292 Million
2.42% of portfolio

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 Caitlin John, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caitlin John, LLC with notifications on news.

Account