Gradient Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Gradient Capital Advisors, LLC

  • $329 Million
  • Q2 2025

A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 329,615 shares of SCHM stock, worth $9.9 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
329,615
Previous 316,415 4.17%
Holding current value
$9.9 Million
Previous $8.29 Million 11.52%
% of portfolio
2.81%
Previous 2.77%

Shares

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

Jul 16, 2025
BUY
$22.92 - $28.05 $302,544 - $370,260
13,200 Added 4.17%
329,615 $9.25 Million
Q1 2025

May 02, 2025
BUY
$25.58 - $29.24 $304,581 - $348,160
11,907 Added 3.91%
316,415 $8.29 Million
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $5.58 Million - $16.8 Million
202,639 Added 198.92%
304,508 $8.44 Million
Q3 2024

Oct 16, 2024
BUY
$75.47 - $83.18 $112,978 - $124,520
1,497 Added 1.49%
101,869 $8.46 Million
Q2 2024

Jul 19, 2024
BUY
$75.69 - $81.19 $119,136 - $127,793
1,574 Added 1.59%
100,372 $7.81 Million
Q1 2024

Apr 17, 2024
SELL
$72.89 - $81.43 $120,487 - $134,603
-1,653 Reduced 1.65%
98,798 $8.05 Million
Q4 2023

Jan 31, 2024
BUY
$63.01 - $75.95 $45,871 - $55,291
728 Added 0.73%
100,451 $7.57 Million
Q3 2023

Oct 24, 2023
BUY
$66.75 - $73.98 $214,668 - $237,919
3,216 Added 3.33%
99,723 $6.75 Million
Q2 2023

Jul 18, 2023
BUY
$65.29 - $71.03 $139,785 - $152,075
2,141 Added 2.27%
96,507 $6.85 Million
Q1 2023

Apr 17, 2023
BUY
$64.24 - $73.9 $50,621 - $58,233
788 Added 0.84%
94,366 $6.4 Million
Q4 2022

Feb 03, 2023
BUY
$61.05 - $69.94 $24,725 - $28,325
405 Added 0.43%
93,578 $6.14 Million
Q3 2022

Nov 04, 2022
BUY
$60.5 - $72.51 $577,109 - $691,672
9,539 Added 11.41%
93,173 $5.64 Million
Q2 2022

Jul 18, 2022
BUY
$60.91 - $76.4 $463,098 - $580,869
7,603 Added 10.0%
83,634 $5.25 Million
Q1 2022

Apr 29, 2022
SELL
$70.66 - $80.89 $307,865 - $352,437
-4,357 Reduced 5.42%
76,031 $5.77 Million
Q4 2021

Jan 31, 2022
BUY
$76.01 - $83.39 $103,677 - $113,743
1,364 Added 1.73%
80,388 $6.47 Million
Q3 2021

Nov 02, 2021
BUY
$74.65 - $80.95 $202,824 - $219,941
2,717 Added 3.56%
79,024 $6.06 Million
Q2 2021

Aug 02, 2021
BUY
$74.64 - $79.12 $326,923 - $346,545
4,380 Added 6.09%
76,307 $5.97 Million
Q1 2021

Apr 21, 2021
BUY
$67.07 - $76.85 $143,060 - $163,921
2,133 Added 3.06%
71,927 $5.35 Million
Q4 2020

Jan 20, 2021
BUY
$55.93 - $68.45 $47,596 - $58,250
851 Added 1.23%
69,794 $4.76 Million
Q3 2020

Oct 21, 2020
BUY
$51.99 - $58.83 $28,074 - $31,768
540 Added 0.79%
68,943 $3.83 Million
Q2 2020

Jul 28, 2020
SELL
$39.01 - $57.03 $33,392 - $48,817
-856 Reduced 1.24%
68,403 $3.6 Million
Q1 2020

Apr 22, 2020
BUY
$35.83 - $62.24 $183,736 - $319,166
5,128 Added 8.0%
69,259 $2.92 Million
Q4 2019

Jan 16, 2020
BUY
$54.56 - $60.24 $94,061 - $103,853
1,724 Added 2.76%
64,131 $3.86 Million
Q3 2019

Oct 22, 2019
BUY
$56.23 - $57.59 $281 - $287
5 Added 0.01%
62,407 $3.53 Million
Q2 2019

Jul 16, 2019
BUY
N/A
1,109 Added 1.81%
62,402 $3.56 Million
Q1 2019

Apr 16, 2019
SELL
N/A
-2,122 Reduced 3.35%
61,293 $3.4 Million
Q4 2018

Jan 30, 2019
BUY
N/A
5,012 Added 8.58%
63,415 $3.04 Million
Q3 2018

Nov 06, 2018
BUY
N/A
4,014 Added 7.38%
58,403 $3.38 Million
Q2 2018

Jul 26, 2018
BUY
N/A
2,667 Added 5.16%
54,389 $2.99 Million
Q1 2018

Apr 20, 2018
BUY
N/A
1,198 Added 2.37%
51,722 $2.74 Million
Q4 2017

Feb 12, 2018
BUY
N/A
50,524
50,524 $2.69 Million

Others Institutions Holding SCHM

# of Institutions
1,041
Shares Held
284M
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
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email