David Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

David Wealth Management LLC

  • $134 Billion
  • Q2 2025

A detailed history of David Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, David Wealth Management LLC holds 16,082 shares of SCHM stock, worth $468,147. This represents 0.34% of its overall portfolio holdings.

Number of Shares
16,082
Previous 11,104 44.83%
Holding current value
$468,147
Previous $291 Million 55.06%
% of portfolio
0.34%
Previous 0.24%

Shares

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

Jul 22, 2025
BUY
$22.92 - $28.05 $114,095 - $139,632
4,978 Added 44.83%
16,082 $451 Million
Q1 2025

Apr 16, 2025
BUY
$25.58 - $29.24 $5,550 - $6,345
217 Added 1.99%
11,104 $291 Million
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $299,827 - $904,056
10,887 New
10,887 $302 Million

Others Institutions Holding SCHM

# of Institutions
1,019
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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