K2 Financial Inc. Schwab Strategic U.S. Mid Cap Transaction History

K2 Financial Inc.

  • $124 Million
  • Q3 2025

A detailed history of K2 Financial Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, K2 Financial Inc. holds 38,599 shares of SCHM stock, worth $1.13 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
38,599
Previous 33,537 15.09%
Holding current value
$1.13 Million
Previous $946 Million 99.88%
% of portfolio
0.92%
Previous 0.83%

Shares

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

Oct 16, 2025
BUY
$28.15 - $30.13 $142,495 - $152,518
5,062 Added 15.09%
38,599 $1.14 Million
Q2 2025

Jul 17, 2025
BUY
$22.92 - $28.05 $58,996 - $72,200
2,574 Added 8.31%
33,537 $946 Million
Q1 2025

Apr 25, 2025
BUY
$25.58 - $29.24 $43,613 - $49,854
1,705 Added 5.83%
30,963 $741 Million
Q4 2024

Feb 06, 2025
BUY
$27.54 - $83.04 $805,765 - $2.43 Million
29,258 New
29,258 $815 Million

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
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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