Cx Institutional Schwab Strategic U.S. Mid Cap Transaction History

Cx Institutional

$2.65 Billion
Q1 2025

A detailed history of Cx Institutional transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cx Institutional holds 2,990 shares of SCHM stock, worth $73,255. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,990

Holding current value

$73,255

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$25.58 - $29.24 $76,484 - $87,427	2,990 New	2,990 $78,000
Q3 2023 Oct 17, 2023	BUY	$66.75 - $73.98 $902,259 - $999,987	13,517 New	13,517 $914,000
Q1 2023 May 04, 2023	BUY	$64.24 - $73.9 $2.92 Million - $3.36 Million	45,449 New	45,449 $3.08 Million

Others Institutions Holding SCHM

# of Institutions

1,008

Shares Held

274M

Call Options Held

15K

Put Options Held

1.1K

Financial Engines Advisors L.L.C. Santa Clara, CA

59.4M
Shares

$1.46 Billion
3.47% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$701 Million
0.77% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$247 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$186 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$183 Million
2.94% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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