Calton & Associates, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Calton & Associates, Inc.

  • $622 Million
  • Q3 2025

A detailed history of Calton & Associates, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Calton & Associates, Inc. holds 12,204 shares of SCHM stock, worth $359,651. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,204
Previous 10,064 21.26%
Holding current value
$359,651
Previous $282,000 28.01%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 07, 2025
BUY
$28.15 - $30.13 $60,241 - $64,478
2,140 Added 21.26%
12,204 $361,000
Q2 2025

Aug 12, 2025
BUY
$22.92 - $28.05 $230,666 - $282,295
10,064 New
10,064 $282,000
Q4 2018

Feb 11, 2019
SELL
N/A
-8,929 Closed
0 $0
Q3 2018

Oct 24, 2018
SELL
N/A
-394 Reduced 4.23%
8,929 $516,000
Q2 2018

Aug 10, 2018
SELL
N/A
-5 Reduced 0.05%
9,323 $530,000
Q1 2018

Apr 17, 2018
BUY
N/A
347 Added 3.86%
9,328 $493,000
Q4 2017

Feb 05, 2018
BUY
N/A
8,981
8,981 $502,000

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
Call Options Held
9.4K
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
Track This Portfolio

Track Calton & Associates, Inc. Portfolio

Follow Calton & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Calton & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email