Destination Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025

A detailed history of Destination Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Destination Wealth Management holds 88,693 shares of SCHM stock, worth $2.61 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
88,693
Previous 71,808 23.51%
Holding current value
$2.61 Million
Previous $1.88 Million 32.22%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
$22.92 - $28.05 $387,004 - $473,624
16,885 Added 23.51%
88,693 $2.49 Million
Q1 2025

May 15, 2025
SELL
$25.58 - $29.24 $214,948 - $245,703
-8,403 Reduced 10.48%
71,808 $1.88 Million
Q4 2024

Feb 06, 2025
BUY
$27.54 - $83.04 $1.47 Million - $4.42 Million
53,215 Added 197.12%
80,211 $2.22 Million
Q3 2024

Nov 25, 2024
SELL
$75.47 - $83.18 $14,112 - $15,554
-187 Reduced 0.69%
26,996 $2.24 Million
Q2 2024

Jul 24, 2024
SELL
$75.69 - $81.19 $74,176 - $79,566
-980 Reduced 3.48%
27,183 $2.12 Million
Q1 2024

May 14, 2024
SELL
$72.89 - $81.43 $1.03 Million - $1.15 Million
-14,130 Reduced 33.41%
28,163 $2.29 Million
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $1.56 Million - $1.88 Million
24,730 Added 140.81%
42,293 $3.19 Million
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $152,724 - $169,266
-2,288 Reduced 11.53%
17,563 $1.19 Million
Q2 2023

Aug 11, 2023
SELL
$65.29 - $71.03 $436,659 - $475,048
-6,688 Reduced 25.2%
19,851 $1.41 Million
Q1 2023

May 05, 2023
SELL
$64.24 - $73.9 $500,879 - $576,198
-7,797 Reduced 22.71%
26,539 $1.8 Million
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $889,925 - $1.02 Million
14,577 Added 73.77%
34,336 $2.25 Million
Q3 2022

Nov 10, 2022
SELL
$60.5 - $72.51 $749,655 - $898,471
-12,391 Reduced 38.54%
19,759 $1.2 Million
Q2 2022

Jul 29, 2022
BUY
$60.91 - $76.4 $736,340 - $923,599
12,089 Added 60.26%
32,150 $2.02 Million
Q1 2022

May 12, 2022
SELL
$70.66 - $80.89 $75,959 - $86,956
-1,075 Reduced 5.09%
20,061 $1.52 Million
Q4 2021

Feb 04, 2022
SELL
$76.01 - $83.39 $44,693 - $49,033
-588 Reduced 2.71%
21,136 $1.7 Million
Q3 2021

Oct 25, 2021
BUY
$74.65 - $80.95 $49,269 - $53,427
660 Added 3.13%
21,724 $1.67 Million
Q2 2021

Aug 13, 2021
SELL
$74.64 - $79.12 $9,330 - $9,890
-125 Reduced 0.59%
21,064 $1.65 Million
Q1 2021

May 05, 2021
SELL
$67.07 - $76.85 $34,272 - $39,270
-511 Reduced 2.35%
21,189 $1.58 Million
Q4 2020

Feb 11, 2021
BUY
$55.93 - $68.45 $905,786 - $1.11 Million
16,195 Added 294.19%
21,700 $1.48 Million
Q3 2020

Nov 12, 2020
BUY
$51.99 - $58.83 $27,658 - $31,297
532 Added 10.7%
5,505 $305,000
Q2 2020

Aug 14, 2020
SELL
$39.01 - $57.03 $9,050 - $13,230
-232 Reduced 4.46%
4,973 $262,000
Q1 2020

May 13, 2020
SELL
$35.83 - $62.24 $45,468 - $78,982
-1,269 Reduced 19.6%
5,205 $219,000
Q4 2019

Feb 12, 2020
BUY
$54.56 - $60.24 $30,171 - $33,312
553 Added 9.34%
6,474 $389,000
Q3 2019

Nov 13, 2019
SELL
$56.23 - $57.59 $6,635 - $6,795
-118 Reduced 1.95%
5,921 $335,000
Q2 2019

Jul 19, 2019
SELL
N/A
-244 Reduced 3.88%
6,039 $345,000
Q1 2019

May 01, 2019
BUY
N/A
180 Added 2.95%
6,283 $348,000
Q4 2018

Feb 05, 2019
BUY
N/A
625 Added 11.41%
6,103 $292,000
Q3 2018

Nov 07, 2018
SELL
N/A
-608 Reduced 9.99%
5,478 $317,000
Q2 2018

Jul 31, 2018
SELL
N/A
-305 Reduced 4.77%
6,086 $334,000
Q1 2018

Apr 05, 2018
SELL
N/A
-108 Reduced 1.66%
6,391 $338,000
Q4 2017

Feb 09, 2018
SELL
N/A
-8 Reduced 0.12%
6,499 $346,000
Q3 2017

Nov 09, 2017
SELL
N/A
-33 Reduced 0.5%
6,507 $326,000
Q2 2017

Aug 11, 2017
BUY
N/A
6,540
6,540 $315,000

Others Institutions Holding SCHM

# of Institutions
1,051
Shares Held
280M
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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