Code Waechter LLC Schwab Strategic U.S. Mid Cap Transaction History

Code Waechter LLC

  • $140 Million
  • Q2 2025

A detailed history of Code Waechter LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Code Waechter LLC holds 148,703 shares of SCHM stock, worth $4.46 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
148,703
Previous 159,097 6.53%
Holding current value
$4.46 Million
Previous $4.17 Million 0.07%
% of portfolio
2.98%
Previous 3.43%

Shares

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

Aug 05, 2025
SELL
$22.92 - $28.05 $238,230 - $291,551
-10,394 Reduced 6.53%
148,703 $4.17 Million
Q1 2025

Apr 30, 2025
BUY
$25.58 - $29.24 $378,788 - $432,985
14,808 Added 10.26%
159,097 $4.17 Million
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $2.65 Million - $7.99 Million
96,258 Added 200.41%
144,289 $4 Million
Q3 2024

Oct 10, 2024
BUY
$75.47 - $83.18 $3.62 Million - $4 Million
48,031 New
48,031 $3.99 Million

Others Institutions Holding SCHM

# of Institutions
1,041
Shares Held
284M
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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