High Tower Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

High Tower Advisors, LLC

  • $71.3 Billion
  • Q1 2025

A detailed history of High Tower Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, High Tower Advisors, LLC holds 10,041,554 shares of SCHM stock, worth $285 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
10,041,554
Previous 10,077,570 0.36%
Holding current value
$285 Million
Previous $279 Million 5.79%
% of portfolio
0.37%
Previous 0.39%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$25.58 - $29.24 $921,289 - $1.05 Million
-36,016 Reduced 0.36%
10,041,554 $263 Million
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $188 Million - $566 Million
6,819,239 Added 209.29%
10,077,570 $279 Million
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $6.22 Million - $6.85 Million
82,365 Added 2.59%
3,258,331 $271 Million
Q2 2024

Aug 13, 2024
SELL
$75.69 - $81.19 $39.2 Million - $42 Million
-517,901 Reduced 14.02%
3,175,966 $247 Million
Q1 2024

May 06, 2024
BUY
$72.89 - $81.43 $4.25 Million - $4.75 Million
58,352 Added 1.61%
3,693,867 $301 Million
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $3.74 Million - $4.5 Million
59,301 Added 1.66%
3,635,515 $274 Million
Q3 2023

Nov 08, 2023
BUY
$66.75 - $73.98 $7.97 Million - $8.83 Million
119,381 Added 3.45%
3,576,214 $242 Million
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $4.65 Million - $5.06 Million
71,247 Added 2.1%
3,456,833 $246 Million
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $28 Million - $32.2 Million
435,368 Added 14.76%
3,385,586 $230 Million
Q4 2022

Feb 08, 2023
BUY
$61.05 - $69.94 $10.2 Million - $11.7 Million
167,285 Added 6.01%
2,950,218 $194 Million
Q3 2022

Nov 09, 2022
SELL
$60.5 - $72.51 $41.3 Million - $49.5 Million
-682,583 Reduced 19.7%
2,782,933 $168 Million
Q2 2022

Aug 10, 2022
SELL
$60.91 - $76.4 $7.25 Million - $9.09 Million
-118,981 Reduced 3.32%
3,465,516 $217 Million
Q1 2022

May 12, 2022
BUY
$70.66 - $80.89 $19 Million - $21.7 Million
268,311 Added 8.09%
3,584,497 $272 Million
Q4 2021

Feb 10, 2022
BUY
$76.01 - $83.39 $66.4 Million - $72.8 Million
873,149 Added 35.74%
3,316,186 $267 Million
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $6.48 Million - $7.02 Million
86,756 Added 3.68%
2,443,037 $187 Million
Q2 2021

Aug 06, 2021
BUY
$74.64 - $79.12 $3.8 Million - $4.03 Million
50,894 Added 2.21%
2,356,281 $184 Million
Q1 2021

May 10, 2021
BUY
$67.07 - $76.85 $5.41 Million - $6.2 Million
80,682 Added 3.63%
2,305,387 $172 Million
Q4 2020

Feb 10, 2021
BUY
$55.93 - $68.45 $39.1 Million - $47.9 Million
699,084 Added 45.82%
2,224,705 $152 Million
Q3 2020

Nov 13, 2020
BUY
$51.99 - $58.83 $1.13 Million - $1.27 Million
21,672 Added 1.44%
1,525,621 $84.6 Million
Q2 2020

Aug 10, 2020
BUY
$39.01 - $57.03 $13.1 Million - $19.2 Million
336,289 Added 28.8%
1,503,949 $79.2 Million
Q1 2020

May 21, 2020
BUY
$35.83 - $62.24 $24.4 Million - $42.4 Million
681,273 Added 140.07%
1,167,660 $49.2 Million
Q4 2019

Feb 14, 2020
BUY
$54.56 - $60.24 $949,398 - $1.05 Million
17,401 Added 3.71%
486,387 $29.3 Million
Q3 2019

Nov 12, 2019
BUY
$56.23 - $57.59 $1.85 Million - $1.9 Million
32,940 Added 7.55%
468,986 $26.5 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-15,763 Reduced 3.49%
436,046 $24.9 Million
Q1 2019

May 15, 2019
BUY
N/A
31,705 Added 7.55%
451,809 $25 Million
Q4 2018

Feb 14, 2019
BUY
N/A
245,190 Added 140.18%
420,104 $20.1 Million
Q3 2018

Nov 09, 2018
BUY
N/A
7,162 Added 4.27%
174,914 $10.1 Million
Q2 2018

Aug 14, 2018
BUY
N/A
2,084 Added 1.26%
167,752 $9.21 Million
Q1 2018

May 15, 2018
BUY
N/A
25,439 Added 18.14%
165,668 $8.76 Million
Q4 2017

Feb 14, 2018
BUY
N/A
19,657 Added 16.3%
140,229 $7.47 Million
Q3 2017

Nov 14, 2017
BUY
N/A
1,866 Added 1.57%
120,572 $6.06 Million
Q2 2017

Aug 14, 2017
BUY
N/A
118,706
118,706 $5.7 Million

Others Institutions Holding SCHM

# of Institutions
1,011
Shares Held
285M
Call Options Held
45.7K
Put Options Held
5.47K
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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