Keyvantage Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Keyvantage Wealth, LLC

  • $223 Billion
  • Q2 2025

A detailed history of Keyvantage Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 47,547 shares of SCHM stock, worth $1.4 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
47,547
Previous 49,310 3.58%
Holding current value
$1.4 Million
Previous $1.29 Billion 3.23%
% of portfolio
0.6%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$22.92 - $28.05 $40,407 - $49,452
-1,763 Reduced 3.58%
47,547 $1.33 Billion
Q1 2025

May 07, 2025
SELL
$25.58 - $29.24 $953,187 - $1.09 Million
-37,263 Reduced 43.04%
49,310 $1.29 Billion
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $2.38 Million - $7.19 Million
86,573 New
86,573 $2.4 Billion

Others Institutions Holding SCHM

# of Institutions
1,043
Shares Held
281M
Call Options Held
9.4K
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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