Enclave Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Enclave Advisors LLC

  • $655 Billion
  • Q3 2025

A detailed history of Enclave Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Enclave Advisors LLC holds 13,702 shares of SCHM stock, worth $399,550. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,702
Previous 13,694 0.06%
Holding current value
$399,550
Previous $384 Million 5.73%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 14, 2025
BUY
$28.15 - $30.13 $225 - $241
8 Added 0.06%
13,702 $406 Million
Q2 2025

Jul 17, 2025
SELL
$22.92 - $28.05 $3,369 - $4,123
-147 Reduced 1.06%
13,694 $384 Million
Q1 2025

Apr 10, 2025
SELL
$25.58 - $29.24 $5,295 - $6,052
-207 Reduced 1.47%
13,841 $363 Million
Q4 2024

Jan 16, 2025
BUY
$27.54 - $83.04 $241,085 - $726,932
8,754 Added 165.36%
14,048 $389 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $399,538 - $440,354
5,294 New
5,294 $440 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
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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