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

Code Waechter LLC

$122 Million
Q1 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 159,097 shares of SCHM stock, worth $4.3 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares

159,097

Previous 144,289 10.26%

Holding current value

$4.3 Million

Previous $4 Million 4.25%

% of portfolio

3.43%

Previous 3.5%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,003

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