Heirloom Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Heirloom Wealth Management

$358 Million
Q2 2025

A detailed history of Heirloom Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Heirloom Wealth Management holds 7,748 shares of SCHM stock, worth $221,282. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,748

Previous 7,749 0.01%

Holding current value

$221,282

Previous $203,000 6.9%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$22.92 - $28.05 $22 - $28	-1 Reduced 0.01%	7,748 $217,000
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $213,407 - $643,476	7,749 New	7,749 $214,000
Q4 2023 Jan 31, 2024	SELL	$63.01 - $75.95 $64,333 - $77,544	-1,021 Reduced 19.89%	4,112 $309,000
Q3 2023 Oct 23, 2023	SELL	$66.75 - $73.98 $215,001 - $238,289	-3,221 Reduced 38.56%	5,133 $347,000
Q2 2023 Aug 08, 2023	SELL	$65.29 - $71.03 $76,454 - $83,176	-1,171 Reduced 12.29%	8,354 $593,000
Q1 2023 Apr 27, 2023	SELL	$64.24 - $73.9 $1.02 Million - $1.17 Million	-15,825 Reduced 62.43%	9,525 $646,000
Q4 2022 Feb 01, 2023	BUY	$61.05 - $69.94 $1.55 Million - $1.77 Million	25,350 New	25,350 $1.66 Million

Others Institutions Holding SCHM

# of Institutions

1,022

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.3K

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 Heirloom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Heirloom Wealth Management with notifications on news.

Account

Heirloom Wealth Management Schwab Strategic U.S. Mid Cap Transaction History