Cetera Investment Advisers Schwab Strategic U.S. Mid Cap Transaction History

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025

A detailed history of Cetera Investment Advisers transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cetera Investment Advisers holds 560,658 shares of SCHM stock, worth $16.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
560,658
Previous 485,546 15.47%
Holding current value
$16.5 Million
Previous $12.7 Million 23.62%
% of portfolio
0.03%
Previous 0.03%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$22.92 - $28.05 $1.72 Million - $2.11 Million
75,112 Added 15.47%
560,658 $15.7 Million
Q1 2025

May 06, 2025
SELL
$25.58 - $29.24 $229,554 - $262,399
-8,974 Reduced 1.81%
485,546 $12.7 Million
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $9.27 Million - $28 Million
336,729 Added 213.4%
494,520 $13.7 Million
Q3 2024

Nov 13, 2024
SELL
$75.47 - $83.18 $11.6 Million - $12.8 Million
-154,211 Reduced 49.43%
157,791 $13.1 Million
Q2 2024

Aug 22, 2024
SELL
$75.69 - $81.19 $1.02 Million - $1.09 Million
-13,436 Reduced 4.13%
312,002 $24.3 Million
Q1 2024

May 24, 2024
BUY
$72.89 - $81.43 $22.6 Million - $25.2 Million
310,048 Added 2014.61%
325,438 $26.5 Million
Q1 2024

May 14, 2024
SELL
$72.89 - $81.43 $1.53 Million - $1.71 Million
-20,949 Reduced 57.65%
15,390 $1.25 Million
Q4 2023

Feb 13, 2024
SELL
$63.01 - $75.95 $148,388 - $178,862
-2,355 Reduced 6.09%
36,339 $2.74 Million
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $33,174 - $36,768
497 Added 1.3%
38,694 $2.62 Million
Q2 2023

Aug 09, 2023
SELL
$65.29 - $71.03 $10,446 - $11,364
-160 Reduced 0.42%
38,197 $2.71 Million
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $17,152 - $19,731
-267 Reduced 0.69%
38,357 $2.6 Million
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $202,136 - $231,571
3,311 Added 9.38%
38,624 $2.53 Million
Q3 2022

Nov 10, 2022
SELL
$60.5 - $72.51 $199,952 - $239,645
-3,305 Reduced 8.56%
35,313 $2.14 Million
Q2 2022

Aug 11, 2022
SELL
$60.91 - $76.4 $22,841 - $28,650
-375 Reduced 0.96%
38,618 $2.42 Million
Q1 2022

May 13, 2022
BUY
$70.66 - $80.89 $277,764 - $317,978
3,931 Added 11.21%
38,993 $2.96 Million
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $236,695 - $259,676
-3,114 Reduced 8.16%
35,062 $2.82 Million
Q3 2021

Nov 16, 2021
SELL
$74.65 - $80.95 $79,203 - $85,887
-1,061 Reduced 2.7%
38,176 $2.93 Million
Q2 2021

Aug 13, 2021
BUY
$74.64 - $79.12 $707,139 - $749,582
9,474 Added 31.83%
39,237 $3.07 Million
Q1 2021

May 17, 2021
SELL
$67.07 - $76.85 $688,473 - $788,865
-10,265 Reduced 25.64%
29,763 $2.22 Million
Q4 2020

Feb 17, 2021
BUY
$55.93 - $68.45 $1.7 Million - $2.08 Million
30,405 Added 315.96%
40,028 $2.73 Million
Q3 2020

Nov 13, 2020
SELL
$51.99 - $58.83 $15,129 - $17,119
-291 Reduced 2.94%
9,623 $534,000
Q2 2020

Aug 13, 2020
SELL
$39.01 - $57.03 $252,277 - $368,813
-6,467 Reduced 39.48%
9,914 $522,000
Q1 2020

May 08, 2020
BUY
$35.83 - $62.24 $75,601 - $131,326
2,110 Added 14.79%
16,381 $691,000
Q4 2019

Feb 10, 2020
BUY
$54.56 - $60.24 $8,511 - $9,397
156 Added 1.11%
14,271 $859,000
Q3 2019

Nov 06, 2019
BUY
$56.23 - $57.59 $7,028 - $7,198
125 Added 0.89%
14,115 $801,000
Q2 2019

Aug 12, 2019
BUY
N/A
331 Added 2.42%
13,990 $799,000
Q1 2019

May 06, 2019
BUY
N/A
273 Added 2.04%
13,659 $754,000
Q4 2018

Feb 15, 2019
BUY
N/A
6,532 Added 95.3%
13,386 $641,000
Q3 2018

Nov 14, 2018
BUY
N/A
457 Added 7.14%
6,854 $396,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,461 Added 29.6%
6,397 $351,000
Q1 2018

May 09, 2018
SELL
N/A
-334 Reduced 6.34%
4,936 $261,000
Q4 2017

Feb 08, 2018
BUY
N/A
5,270 New
5,270 $280,000
Q3 2017

Nov 16, 2017
SELL
N/A
-36,416 Closed
0 $0
Q2 2017

Aug 17, 2017
BUY
N/A
31,633 Added 661.36%
36,416 $1.76 Million
Q2 2017

Aug 14, 2017
BUY
N/A
4,783
4,783 $231,000

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
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