Howe & Rusling Inc Schwab Strategic U.S. Mid Cap Transaction History

Howe & Rusling Inc

$1.45 Billion
Q3 2025

A detailed history of Howe & Rusling Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Howe & Rusling Inc holds 785 shares of SCHM stock, worth $22,890. This represents 0.0% of its overall portfolio holdings.

Number of Shares

785

Holding current value

$22,890

% of portfolio

0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$28.15 - $30.13 $22,097 - $23,652	785 New	785 $23,000
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $7,270 - $21,922	264 Added 200.0%	396 $10,000
Q1 2024 May 15, 2024	SELL	$72.89 - $81.43 $21,867 - $24,429	-300 Reduced 69.44%	132 $10,000
Q4 2023 Feb 05, 2024	BUY	$63.01 - $75.95 $1,953 - $2,354	31 Added 7.73%	432 $32,000
Q3 2023 Nov 08, 2023	SELL	$66.75 - $73.98 $1,935 - $2,145	-29 Reduced 6.74%	401 $27,000

Q2 2023 Aug 14, 2023	SELL	$65.29 - $71.03 $12,862 - $13,992	-197 Reduced 31.42%	430 $30,000
Q1 2023 May 15, 2023	SELL	$64.24 - $73.9 $6,809 - $7,833	-106 Reduced 14.46%	627 $42,000
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $6,471 - $7,413	106 Added 16.91%	733 $48,000
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $38,190 - $47,902	627 New	627 $39,000
Q2 2020 Jul 15, 2020	SELL	$39.01 - $57.03 $78 - $114	-2 Closed	0 $0
Q1 2019 Apr 29, 2019	SELL	N/A	-32 Reduced 94.12%	2 $0
Q4 2018 Feb 04, 2019	BUY	N/A	32 Added 1600.0%	34 $2,000
Q4 2017 Jan 24, 2018	BUY	N/A	2	2 $0

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

58.8M
Shares

$1.71 Billion
3.34% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$861 Million
0.68% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$314 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.5M
Shares

$305 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

10M
Shares

$292 Million
2.42% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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