Gallagher Fiduciary Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Gallagher Fiduciary Advisors, LLC

$3.01 Billion
Q1 2025

A detailed history of Gallagher Fiduciary Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 27,769 shares of SCHM stock, worth $751,151. This represents 0.02% of its overall portfolio holdings.

Number of Shares

27,769

Previous 27,103 2.46%

Holding current value

$751,151

Previous $751,000 3.2%

% of portfolio

0.02%

Previous 0.15%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$25.58 - $29.24 $17,036 - $19,473	666 Added 2.46%	27,769 $727,000
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $746,416 - $2.25 Million	27,103 New	27,103 $751,000

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Gallagher Fiduciary Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History