Mml Investors Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Mml Investors Services, LLC

$30 Billion
Q1 2025

A detailed history of Mml Investors Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mml Investors Services, LLC holds 392,622 shares of SCHM stock, worth $10.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

392,622

Previous 400,243 1.9%

Holding current value

$10.7 Million

Previous $11.1 Million 7.25%

% of portfolio

0.03%

Previous 0.04%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.58 - $29.24 $194,945 - $222,838	-7,621 Reduced 1.9%	392,622 $10.3 Million
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $7.23 Million - $21.8 Million	262,687 Added 190.97%	400,243 $11.1 Million
Q3 2024 Nov 15, 2024	BUY	$75.47 - $83.18 $42,263 - $46,580	560 Added 0.41%	137,556 $11.4 Million
Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $173,481 - $186,087	-2,292 Reduced 1.65%	136,996 $10.7 Million
Q1 2024 May 14, 2024	SELL	$72.89 - $81.43 $986,930 - $1.1 Million	-13,540 Reduced 8.86%	139,288 $11.3 Million
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $298,919 - $360,306	4,744 Added 3.2%	152,828 $11.5 Million
Q3 2023 Nov 14, 2023	BUY	$66.75 - $73.98 $153,191 - $169,784	2,295 Added 1.57%	148,084 $10 Million
Q2 2023 Aug 14, 2023	BUY	$65.29 - $71.03 $591,135 - $643,105	9,054 Added 6.62%	145,789 $10.4 Million
Q1 2023 May 12, 2023	SELL	$64.24 - $73.9 $193,169 - $222,217	-3,007 Reduced 2.15%	136,735 $9.28 Million
Q4 2022 Feb 13, 2023	SELL	$61.05 - $69.94 $233,455 - $267,450	-3,824 Reduced 2.66%	139,742 $9.17 Million
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $546,980 - $655,562	9,041 Added 6.72%	143,566 $8.69 Million
Q2 2022 Aug 12, 2022	BUY	$60.91 - $76.4 $45,743 - $57,376	751 Added 0.56%	134,525 $8.44 Million
Q1 2022 May 13, 2022	SELL	$70.66 - $80.89 $456,534 - $522,630	-6,461 Reduced 4.61%	133,774 $10.1 Million
Q4 2021 Feb 14, 2022	SELL	$76.01 - $83.39 $23.5 Million - $25.8 Million	-308,916 Reduced 68.78%	140,235 $11.3 Million
Q3 2021 Nov 15, 2021	BUY	$74.65 - $80.95 $500,976 - $543,255	6,711 Added 1.52%	449,151 $34.4 Million
Q2 2021 Aug 13, 2021	SELL	$74.64 - $79.12 $1.48 Million - $1.57 Million	-19,865 Reduced 4.3%	442,440 $34.6 Million
Q1 2021 May 14, 2021	BUY	$67.07 - $76.85 $1.44 Million - $1.65 Million	21,433 Added 4.86%	462,305 $34.4 Million
Q4 2020 Feb 12, 2021	SELL	$55.93 - $68.45 $396,599 - $485,378	-7,091 Reduced 1.58%	440,872 $30.1 Million
Q3 2020 Nov 13, 2020	BUY	$51.99 - $58.83 $107,983 - $122,189	2,077 Added 0.47%	447,963 $24.9 Million
Q2 2020 Aug 14, 2020	BUY	$39.01 - $57.03 $1.41 Million - $2.06 Million	36,170 Added 8.83%	445,886 $0
Q1 2020 May 14, 2020	BUY	$35.83 - $62.24 $722,010 - $1.25 Million	20,151 Added 5.17%	409,716 $0
Q4 2019 Feb 11, 2020	BUY	$54.56 - $60.24 $4.56 Million - $5.03 Million	83,582 Added 27.32%	389,565 $23.4 Million
Q3 2019 Nov 14, 2019	SELL	$56.23 - $57.59 $920,991 - $943,266	-16,379 Reduced 5.08%	305,983 $17.3 Million
Q2 2019 Aug 13, 2019	BUY	N/A	52,913 Added 19.64%	322,362 $18.4 Million
Q1 2019 May 10, 2019	BUY	N/A	173,920 Added 182.06%	269,449 $14.9 Million
Q4 2018 Feb 14, 2019	BUY	N/A	21,495 Added 29.03%	95,529 $4.58 Million
Q3 2018 Nov 07, 2018	BUY	N/A	21,708 Added 41.49%	74,034 $4.28 Million
Q2 2018 Aug 13, 2018	BUY	N/A	7,274 Added 16.15%	52,326 $2.87 Million
Q1 2018 May 11, 2018	BUY	N/A	6,346 Added 16.4%	45,052 $2.38 Million
Q4 2017 Feb 13, 2018	BUY	N/A	17,085 Added 79.02%	38,706 $2.06 Million
Q3 2017 Nov 14, 2017	BUY	N/A	21,621	21,621 $1.08 Million

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

Ticker SCHM
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Mml Investors Services, LLC Schwab Strategic U.S. Mid Cap Transaction History