Great Waters Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Great Waters Wealth Management

  • $846 Billion
  • Q3 2025

A detailed history of Great Waters Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Great Waters Wealth Management holds 36,994 shares of SCHM stock, worth $1.09 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
36,994
Previous 36,841 0.42%
Holding current value
$1.09 Million
Previous $1.03 Billion 6.11%
% of portfolio
0.13%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$28.15 - $30.13 $4,306 - $4,609
153 Added 0.42%
36,994 $1.1 Billion
Q2 2025

Jul 11, 2025
SELL
$22.92 - $28.05 $18,656 - $22,832
-814 Reduced 2.16%
36,841 $1.03 Billion
Q1 2025

Apr 14, 2025
SELL
$25.58 - $29.24 $7,290 - $8,333
-285 Reduced 0.75%
37,655 $987 Million
Q4 2024

Jan 16, 2025
BUY
$27.54 - $83.04 $686,269 - $2.07 Million
24,919 Added 191.38%
37,940 $1.05 Billion
Q3 2024

Oct 04, 2024
SELL
$75.47 - $83.18 $20,150 - $22,209
-267 Reduced 2.01%
13,021 $1.08 Billion
Q2 2024

Jul 08, 2024
SELL
$75.69 - $81.19 $29,594 - $31,745
-391 Reduced 2.86%
13,288 $1.03 Billion
Q1 2024

Apr 08, 2024
SELL
$72.89 - $81.43 $15,379 - $17,181
-211 Reduced 1.52%
13,679 $1.11 Billion
Q4 2023

Jan 19, 2024
SELL
$63.01 - $75.95 $239,501 - $288,685
-3,801 Reduced 21.49%
13,890 $1.02 Billion
Q3 2023

Oct 11, 2023
SELL
$66.75 - $73.98 $53,600 - $59,405
-803 Reduced 4.34%
17,691 $1.18 Billion
Q2 2023

Jul 07, 2023
SELL
$65.29 - $71.03 $73,124 - $79,553
-1,120 Reduced 5.71%
18,494 $1.31 Billion
Q1 2023

Apr 25, 2023
SELL
$64.24 - $73.9 $53,319 - $61,337
-830 Reduced 4.06%
19,614 $1.33 Billion
Q4 2022

Feb 03, 2023
BUY
$61.05 - $69.94 $1.25 Million - $1.43 Million
20,444 New
20,444 $1.44 Billion

Others Institutions Holding SCHM

# of Institutions
1,052
Shares Held
280M
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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