Cwc Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History

Cwc Advisors, Llc.

$194 Billion
Q2 2025

A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cwc Advisors, Llc. holds 18,471 shares of SCHM stock, worth $523,652. This represents 0.27% of its overall portfolio holdings.

Number of Shares

18,471

Previous 18,526 0.3%

Holding current value

$523,652

Previous $485 Million 6.74%

% of portfolio

0.27%

Previous 0.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$22.92 - $28.05 $1,260 - $1,542	-55 Reduced 0.3%	18,471 $518 Million
Q1 2025 Apr 24, 2025	SELL	$25.58 - $29.24 $1,330 - $1,520	-52 Reduced 0.28%	18,526 $485 Million
Q4 2024 Mar 18, 2025	BUY	$27.54 - $83.04 $342,432 - $1.03 Million	12,434 Added 202.38%	18,578 $515 Million
Q3 2024 Oct 23, 2024	BUY	$75.47 - $83.18 $463,687 - $511,057	6,144 New	6,144 $511 Million

Others Institutions Holding SCHM

# of Institutions

1,022

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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