Consolidated Portfolio Review Corp Schwab Strategic U.S. Mid Cap Transaction History

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025

A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 44,959 shares of SCHM stock, worth $1.35 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
44,959
Previous 45,103 0.32%
Holding current value
$1.35 Million
Previous $1.18 Billion 6.72%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Jul 17, 2025
SELL
$22.92 - $28.05 $3,300 - $4,039
-144 Reduced 0.32%
44,959 $1.26 Billion
Q1 2025

Apr 22, 2025
SELL
$25.58 - $29.24 $4,962 - $5,672
-194 Reduced 0.43%
45,103 $1.18 Billion
Q4 2024

Jan 27, 2025
BUY
$27.54 - $83.04 $1.25 Million - $3.76 Million
45,297 New
45,297 $1.26 Billion

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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