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

Gallagher Fiduciary Advisors, LLC

  • $70.8 Billion
  • Q2 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 26,635 shares of SCHM stock, worth $784,933. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,635
Previous 27,769 4.08%
Holding current value
$784,933
Previous $727,000 2.75%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Aug 14, 2025
SELL
$22.92 - $28.05 $25,991 - $31,808
-1,134 Reduced 4.08%
26,635 $747,000
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
1,060
Shares Held
281M
Call Options Held
9.4K
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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