Family Legacy Financial Solutions, LLC Schwab Strategic U.S. Mid Cap Transaction History

Family Legacy Financial Solutions, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Family Legacy Financial Solutions, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Family Legacy Financial Solutions, LLC holds 191,950 shares of SCHM stock, worth $5.55 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares
191,950
Holding current value
$5.55 Million
% of portfolio
4.57%

Shares

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

Jul 10, 2025
BUY
$22.92 - $28.05 $4.4 Million - $5.38 Million
191,950 New
191,950 $5.38 Billion

Others Institutions Holding SCHM

# of Institutions
1,019
Shares Held
284M
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
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