Diversified Trust CO Schwab Strategic U.S. Mid Cap Transaction History

Diversified Trust CO

  • $3.93 Billion
  • Q3 2025

A detailed history of Diversified Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Diversified Trust CO holds 9,481 shares of SCHM stock, worth $279,405. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,481
Previous 9,455 0.27%
Holding current value
$279,405
Previous $265,000 6.04%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$28.15 - $30.13 $731 - $783
26 Added 0.27%
9,481 $281,000
Q2 2025

Jul 11, 2025
BUY
$22.92 - $28.05 $216,708 - $265,212
9,455 New
9,455 $265,000

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
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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