Chandler Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Chandler Asset Management, Inc.

$530 Million
Q1 2025

A detailed history of Chandler Asset Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Chandler Asset Management, Inc. holds 53,922 shares of SCHM stock, worth $1.57 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

53,922

Previous 53,760 0.3%

Holding current value

$1.57 Million

Previous $1.49 Million 5.17%

% of portfolio

0.27%

Previous 0.28%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$25.58 - $29.24 $4,143 - $4,736	162 Added 0.3%	53,922 $1.41 Million
Q4 2024 Jan 27, 2025	BUY	$27.54 - $83.04 $989,044 - $2.98 Million	35,913 Added 201.23%	53,760 $1.49 Million
Q3 2024 Oct 31, 2024	BUY	$75.47 - $83.18 $9,584 - $10,563	127 Added 0.72%	17,847 $1.48 Million
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $4,154 - $4,641	57 Added 0.32%	17,720 $1.44 Million
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $5,292 - $6,379	84 Added 0.48%	17,663 $1.33 Million
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $4,472 - $4,956	67 Added 0.38%	17,579 $1.19 Million
Q2 2023 Jul 19, 2023	BUY	$65.29 - $71.03 $4,896 - $5,327	75 Added 0.43%	17,512 $1.24 Million
Q1 2023 May 08, 2023	BUY	$64.24 - $73.9 $9,571 - $11,011	149 Added 0.86%	17,437 $1.18 Million
Q3 2022 Oct 13, 2022	BUY	$60.5 - $72.51 $4,779 - $5,728	79 Added 0.46%	17,288 $1.05 Million
Q2 2022 Jul 11, 2022	BUY	$60.91 - $76.4 $4,690 - $5,882	77 Added 0.45%	17,209 $0
Q1 2022 Apr 26, 2022	BUY	$70.66 - $80.89 $4,168 - $4,772	59 Added 0.35%	17,132 $0
Q4 2021 Feb 14, 2022	BUY	$76.01 - $83.39 $4,332 - $4,753	57 Added 0.33%	17,073 $1.37 Million
Q3 2021 Nov 12, 2021	BUY	$74.65 - $80.95 $4,553 - $4,937	61 Added 0.36%	17,016 $1.3 Million
Q2 2021 Aug 11, 2021	BUY	$74.64 - $79.12 $3,209 - $3,402	43 Added 0.25%	16,955 $1.33 Million
Q1 2021 May 13, 2021	BUY	$67.07 - $76.85 $1.13 Million - $1.3 Million	16,912 New	16,912 $1.26 Million

Others Institutions Holding SCHM

# of Institutions

1,019

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
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Chandler Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History