Gleason Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Gleason Group, Inc.

$890 Million
Q2 2025

A detailed history of Gleason Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gleason Group, Inc. holds 180,601 shares of SCHM stock, worth $5.43 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

180,601

Previous 178,374 1.25%

Holding current value

$5.43 Million

Previous $4.67 Million 8.5%

% of portfolio

0.57%

Previous 0.85%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$22.92 - $28.05 $51,042 - $62,467	2,227 Added 1.25%	180,601 $5.07 Million
Q1 2025 Apr 11, 2025	SELL	$25.58 - $29.24 $139,948 - $159,972	-5,471 Reduced 2.98%	178,374 $4.67 Million
Q4 2024 Jan 13, 2025	BUY	$27.54 - $83.04 $3.46 Million - $10.4 Million	125,554 Added 215.39%	183,845 $5.09 Million
Q3 2024 Oct 15, 2024	BUY	$75.47 - $83.18 $178,260 - $196,471	2,362 Added 4.22%	58,291 $4.84 Million
Q2 2024 Jul 12, 2024	BUY	$75.69 - $81.19 $908 - $974	12 Added 0.02%	55,929 $4.35 Million
Q1 2024 Apr 12, 2024	BUY	$72.89 - $81.43 $90,820 - $101,461	1,246 Added 2.28%	55,917 $4.55 Million
Q4 2023 Jan 19, 2024	BUY	$63.01 - $75.95 $269,871 - $325,293	4,283 Added 8.5%	54,671 $4.12 Million
Q3 2023 Oct 12, 2023	BUY	$66.75 - $73.98 $367,058 - $406,816	5,499 Added 12.25%	50,388 $3.41 Million
Q2 2023 Jul 20, 2023	SELL	$65.29 - $71.03 $3.47 Million - $3.78 Million	-53,205 Reduced 54.24%	44,889 $3.19 Million
Q1 2023 Apr 14, 2023	SELL	$64.24 - $73.9 $1.6 Million - $1.84 Million	-24,900 Reduced 20.24%	98,094 $6.66 Million
Q4 2022 Jan 11, 2023	BUY	$61.05 - $69.94 $7.51 Million - $8.6 Million	122,994 New	122,994 $0

Others Institutions Holding SCHM

# of Institutions

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gleason Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gleason Group, Inc. with notifications on news.

Account

Gleason Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History