Cambridge Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History

Cambridge Advisors Inc.

$441 Million
Q1 2025

A detailed history of Cambridge Advisors Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cambridge Advisors Inc. holds 57,930 shares of SCHM stock, worth $1.58 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

57,930

Previous 57,921 0.02%

Holding current value

$1.58 Million

Previous $1.6 Million 5.42%

% of portfolio

0.34%

Previous 0.37%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$25.58 - $29.24 $230 - $263	9 Added 0.02%	57,930 $1.52 Million
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $1.07 Million - $3.21 Million	38,710 Added 201.5%	57,921 $1.6 Million
Q3 2024 Oct 23, 2024	SELL	$75.47 - $83.18 $11,848 - $13,059	-157 Reduced 0.81%	19,211 $1.6 Million
Q2 2024 Jul 11, 2024	SELL	$75.69 - $81.19 $983 - $1,055	-13 Reduced 0.07%	19,368 $1.51 Million
Q1 2024 Apr 16, 2024	BUY	$72.89 - $81.43 $151,611 - $169,374	2,080 Added 12.02%	19,381 $1.58 Million
Q4 2023 Jan 16, 2024	SELL	$63.01 - $75.95 $9,892 - $11,924	-157 Reduced 0.9%	17,301 $1.3 Million
Q3 2023 Oct 18, 2023	BUY	$66.75 - $73.98 $76,896 - $85,224	1,152 Added 7.06%	17,458 $1.18 Million
Q2 2023 Jul 13, 2023	SELL	$65.29 - $71.03 $3,068 - $3,338	-47 Reduced 0.29%	16,306 $1.16 Million
Q1 2023 Apr 13, 2023	SELL	$64.24 - $73.9 $25,952 - $29,855	-404 Reduced 2.41%	16,353 $1.11 Million
Q4 2022 Jan 23, 2023	SELL	$61.05 - $69.94 $22,649 - $25,947	-371 Reduced 2.17%	16,757 $0
Q3 2022 Oct 17, 2022	SELL	$60.5 - $72.51 $38,720 - $46,406	-640 Reduced 3.6%	17,128 $1.04 Million
Q2 2022 Jul 18, 2022	SELL	$60.91 - $76.4 $42,819 - $53,709	-703 Reduced 3.81%	17,768 $1.12 Million
Q1 2022 May 05, 2022	BUY	$70.66 - $80.89 $148,597 - $170,111	2,103 Added 12.85%	18,471 $1.4 Million
Q4 2021 Jan 14, 2022	BUY	$76.01 - $83.39 $48,874 - $53,619	643 Added 4.09%	16,368 $1.32 Million
Q3 2021 Oct 19, 2021	BUY	$74.65 - $80.95 $4,180 - $4,533	56 Added 0.36%	15,725 $1.21 Million
Q2 2021 Jul 21, 2021	BUY	$74.64 - $79.12 $970 - $1,028	13 Added 0.08%	15,669 $1.23 Million
Q1 2021 Apr 22, 2021	BUY	$67.07 - $76.85 $2,951 - $3,381	44 Added 0.28%	15,656 $1.17 Million
Q4 2020 Jan 25, 2021	BUY	$55.93 - $68.45 $6,376 - $7,803	114 Added 0.74%	15,612 $1.06 Million
Q3 2020 Oct 15, 2020	SELL	$51.99 - $58.83 $4,523 - $5,118	-87 Reduced 0.56%	15,498 $860,000
Q2 2020 Jul 17, 2020	SELL	$39.01 - $57.03 $62,923 - $91,989	-1,613 Reduced 9.38%	15,585 $820,000
Q1 2020 Apr 21, 2020	BUY	$35.83 - $62.24 $17,950 - $31,182	501 Added 3.0%	17,198 $725,000
Q4 2019 Jan 28, 2020	BUY	$54.56 - $60.24 $19,259 - $21,264	353 Added 2.16%	16,697 $1 Million
Q3 2019 Oct 25, 2019	BUY	$56.23 - $57.59 $3,092 - $3,167	55 Added 0.34%	16,344 $924,000
Q2 2019 Jul 26, 2019	BUY	N/A	1,726 Added 11.85%	16,289 $930,000
Q1 2019 Apr 16, 2019	SELL	N/A	-499 Reduced 3.31%	14,563 $807,000
Q4 2018 Jan 29, 2019	BUY	N/A	1,466 Added 10.78%	15,062 $722,000
Q3 2018 Oct 24, 2018	SELL	N/A	-4 Reduced 0.03%	13,596 $786,000
Q2 2018 Jul 30, 2018	BUY	N/A	54 Added 0.4%	13,600 $746,000
Q1 2018 Apr 18, 2018	BUY	N/A	2,088 Added 18.22%	13,546 $716,000
Q4 2017 Jan 26, 2018	BUY	N/A	513 Added 4.69%	11,458 $610,000
Q3 2017 Oct 27, 2017	BUY	N/A	10,945	10,945 $548,000

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

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 Cambridge Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Advisors Inc. with notifications on news.

Account

Cambridge Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History