May Barnhard Investments LLC Schwab Strategic U.S. Mid Cap Transaction History

May Barnhard Investments LLC

$214 Billion
Q2 2025

A detailed history of May Barnhard Investments LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, May Barnhard Investments LLC holds 153,340 shares of SCHM stock, worth $4.35 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

153,340

Previous 231,374 33.73%

Holding current value

$4.35 Million

Previous $6.06 Billion 29.05%

% of portfolio

2.01%

Previous 3.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$22.92 - $28.05 $1.79 Million - $2.19 Million	-78,034 Reduced 33.73%	153,340 $4.3 Billion
Q1 2025 Apr 16, 2025	SELL	$25.58 - $29.24 $765,865 - $875,445	-29,940 Reduced 11.46%	231,374 $6.06 Billion
Q4 2024 Feb 10, 2025	BUY	$27.54 - $83.04 $7.2 Million - $21.7 Million	261,314 New	261,314 $7.24 Billion
Q3 2024 Apr 08, 2025	BUY	$75.47 - $83.18 $175,920 - $193,892	2,331 Added 2.82%	85,074 $7.07 Billion
Q2 2024 Apr 08, 2025	BUY	$75.69 - $81.19 $222,679 - $238,860	2,942 Added 3.69%	82,743 $6.44 Billion
Q1 2024 Apr 08, 2025	BUY	$72.89 - $81.43 $304,898 - $340,621	4,183 Added 5.53%	79,801 $6.5 Billion
Q4 2023 Apr 08, 2025	SELL	$63.01 - $75.95 $11.7 Million - $14.1 Million	-185,696 Reduced 71.06%	75,618 $5.7 Billion

Others Institutions Holding SCHM

# of Institutions

1,026

Shares Held

285M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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May Barnhard Investments LLC Schwab Strategic U.S. Mid Cap Transaction History