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

Code Waechter LLC

$153 Million
Q3 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 145,381 shares of SCHM stock, worth $4.24 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

145,381

Previous 148,703 2.23%

Holding current value

$4.24 Million

Previous $4.17 Million 3.31%

% of portfolio

2.82%

Previous 2.98%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$28.15 - $30.13 $93,514 - $100,091	-3,322 Reduced 2.23%	145,381 $4.31 Million
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

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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