Mjt & Associates Financial Advisory Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Mjt & Associates Financial Advisory Group, Inc.

  • $123 Billion
  • Q3 2025

A detailed history of Mjt & Associates Financial Advisory Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mjt & Associates Financial Advisory Group, Inc. holds 3,960 shares of SCHM stock, worth $116,701. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,960
Previous 5,760 31.25%
Holding current value
$116,701
Previous $162 Million 27.35%
% of portfolio
0.1%
Previous 0.2%

Shares

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

Oct 14, 2025
SELL
$28.15 - $30.13 $50,670 - $54,234
-1,800 Reduced 31.25%
3,960 $117 Million
Q1 2025

May 07, 2025
BUY
$25.58 - $29.24 $147,340 - $168,422
5,760 New
5,760 $151 Million

Others Institutions Holding SCHM

# of Institutions
1,060
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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