Fairman Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fairman Group, LLC

$122 Billion
Q2 2025

A detailed history of Fairman Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fairman Group, LLC holds 4,918 shares of SCHM stock, worth $142,523. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,918

Previous 4,910 0.16%

Holding current value

$142,523

Previous $173 Million 20.22%

% of portfolio

0.11%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$22.92 - $28.05 $183 - $224	8 Added 0.16%	4,918 $138 Million
Q1 2025 May 07, 2025	SELL	$25.58 - $29.24 $34,021 - $38,889	-1,330 Reduced 21.31%	4,910 $173 Million
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $114,676 - $345,778	4,164 Added 200.58%	6,240 $173 Million
Q3 2024 Oct 22, 2024	BUY	$75.47 - $83.18 $8,377 - $9,232	111 Added 5.65%	2,076 $172 Million
Q2 2024 Jul 29, 2024	BUY	$75.69 - $81.19 $9,612 - $10,311	127 Added 6.91%	1,965 $153 Million
Q1 2024 Apr 30, 2024	BUY	$72.89 - $81.43 $22,668 - $25,324	311 Added 20.37%	1,838 $150 Million
Q4 2023 Mar 26, 2024	BUY	$63.01 - $75.95 $96,216 - $115,975	1,527 New	1,527 $115 Million

Others Institutions Holding SCHM

# of Institutions

1,022

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Fairman Group, LLC Schwab Strategic U.S. Mid Cap Transaction History