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

Enclave Advisors LLC

  • $619 Billion
  • Q2 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 13,694 shares of SCHM stock, worth $396,852. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,694
Previous 13,841 1.06%
Holding current value
$396,852
Previous $363 Million 5.92%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,022
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
Track This Portfolio

Track Enclave Advisors LLC Portfolio

Follow Enclave Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Enclave Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Enclave Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email