Lutz Financial Services LLC Schwab Strategic U.S. Mid Cap Transaction History

Lutz Financial Services LLC

$1.22 Billion
Q1 2025

A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lutz Financial Services LLC holds 546,684 shares of SCHM stock, worth $14.9 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

546,684

Previous 565,267 3.29%

Holding current value

$14.9 Million

Previous $15.7 Million 8.56%

% of portfolio

1.17%

Previous 1.27%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$25.58 - $29.24 $475,353 - $543,366	-18,583 Reduced 3.29%	546,684 $14.3 Million
Q4 2024 Feb 03, 2025	BUY	$27.54 - $83.04 $10.4 Million - $31.3 Million	377,454 Added 200.97%	565,267 $15.7 Million
Q3 2024 Oct 29, 2024	SELL	$75.47 - $83.18 $152,675 - $168,273	-2,023 Reduced 1.07%	187,813 $15.6 Million
Q2 2024 Jul 29, 2024	SELL	$75.69 - $81.19 $931,592 - $999,286	-12,308 Reduced 6.09%	189,836 $14.8 Million
Q1 2024 May 03, 2024	SELL	$72.89 - $81.43 $89,508 - $99,996	-1,228 Reduced 0.6%	202,144 $16.5 Million
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $1.31 Million - $1.58 Million	20,746 Added 11.36%	203,372 $15.3 Million
Q3 2023 Nov 03, 2023	BUY	$66.75 - $73.98 $23,095 - $25,597	346 Added 0.19%	182,626 $12.4 Million
Q2 2023 Aug 07, 2023	SELL	$65.29 - $71.03 $232,171 - $252,582	-3,556 Reduced 1.91%	182,280 $12.9 Million
Q1 2023 May 01, 2023	BUY	$64.24 - $73.9 $749,488 - $862,191	11,667 Added 6.7%	185,836 $12.6 Million
Q4 2022 Feb 06, 2023	SELL	$61.05 - $69.94 $328,449 - $376,277	-5,380 Reduced 3.0%	174,169 $11.4 Million
Q3 2022 Oct 21, 2022	BUY	$60.5 - $72.51 $70,966 - $85,054	1,173 Added 0.66%	179,549 $10.9 Million
Q2 2022 Jul 20, 2022	BUY	$60.91 - $76.4 $1.11 Million - $1.4 Million	18,266 Added 11.41%	178,376 $11.2 Million
Q1 2022 Apr 25, 2022	BUY	$70.66 - $80.89 $283,346 - $324,368	4,010 Added 2.57%	160,110 $12.1 Million
Q4 2021 Jan 19, 2022	SELL	$76.01 - $83.39 $1.54 Million - $1.69 Million	-20,217 Reduced 11.47%	156,100 $12.6 Million
Q3 2021 Oct 27, 2021	BUY	$74.65 - $80.95 $732,017 - $793,795	9,806 Added 5.89%	176,317 $13.5 Million
Q2 2021 Jul 26, 2021	SELL	$74.64 - $79.12 $163,163 - $172,956	-2,186 Reduced 1.3%	166,511 $13 Million
Q1 2021 Apr 27, 2021	SELL	$67.07 - $76.85 $123,811 - $141,865	-1,846 Reduced 1.08%	168,697 $12.6 Million
Q4 2020 Feb 12, 2021	SELL	$55.93 - $68.45 $199,446 - $244,092	-3,566 Reduced 2.05%	170,543 $11.6 Million
Q3 2020 Nov 05, 2020	SELL	$51.99 - $58.83 $161,065 - $182,255	-3,098 Reduced 1.75%	174,109 $9.66 Million
Q2 2020 Jul 28, 2020	SELL	$39.01 - $57.03 $3.3 Million - $4.83 Million	-84,689 Reduced 32.34%	177,207 $9.33 Million
Q1 2020 Apr 27, 2020	BUY	$35.83 - $62.24 $9.17 Million - $15.9 Million	255,902 Added 4269.3%	261,896 $11 Million
Q4 2019 Feb 03, 2020	BUY	$54.56 - $60.24 $3,000 - $3,313	55 Added 0.93%	5,994 $361,000
Q3 2019 Oct 31, 2019	BUY	$56.23 - $57.59 $114,484 - $117,253	2,036 Added 52.17%	5,939 $336,000
Q1 2019 May 06, 2019	SELL	N/A	-624 Reduced 13.78%	3,903 $216,000
Q4 2018 Feb 13, 2019	BUY	N/A	4,527 New	4,527 $217,000

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Lutz Financial Services LLC Schwab Strategic U.S. Mid Cap Transaction History