Cary Street Partners Financial LLC Schwab Strategic U.S. Mid Cap Transaction History

Cary Street Partners Financial LLC

$3.16 Trillion
Q1 2025

A detailed history of Cary Street Partners Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 283,997 shares of SCHM stock, worth $7.73 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

283,997

Previous 297,860 4.65%

Holding current value

$7.73 Million

Previous $8.25 Billion 9.85%

% of portfolio

0.24%

Previous 0.27%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$25.58 - $29.24 $354,615 - $405,354	-13,863 Reduced 4.65%	283,997 $7.44 Billion
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $8.2 Million - $24.7 Million	297,860 New	297,860 $8.25 Billion

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Cary Street Partners Financial LLC Schwab Strategic U.S. Mid Cap Transaction History