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

Heirloom Wealth Management

$392 Million
Q3 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 $225,931. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,748

Previous 7,748 -0.0%

Holding current value

$225,931

Previous $217,000 5.53%

% 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

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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