Moneywise, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Moneywise, Inc.

$199 Million
Q2 2025

A detailed history of Moneywise, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Moneywise, Inc. holds 160,526 shares of SCHM stock, worth $4.67 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

160,526

Previous 190,026 15.52%

Holding current value

$4.67 Million

Previous $4.98 Million 9.56%

% of portfolio

2.27%

Previous 2.83%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$22.92 - $28.05 $676,140 - $827,475	-29,500 Reduced 15.52%	160,526 $4.5 Million
Q1 2025 Apr 22, 2025	SELL	$25.58 - $29.24 $461,284 - $527,284	-18,033 Reduced 8.67%	190,026 $4.98 Million
Q4 2024 Jan 27, 2025	BUY	$27.54 - $83.04 $3.4 Million - $10.3 Million	123,564 Added 146.24%	208,059 $5.77 Million
Q3 2024 Oct 21, 2024	SELL	$75.47 - $83.18 $3.77 Million - $4.15 Million	-49,899 Reduced 37.13%	84,495 $7.02 Million
Q2 2024 Jul 17, 2024	SELL	$75.69 - $81.19 $2.06 Million - $2.21 Million	-27,183 Reduced 16.82%	134,394 $10.5 Million
Q1 2024 Apr 22, 2024	SELL	$72.89 - $81.43 $3.18 Million - $3.55 Million	-43,608 Reduced 21.25%	161,577 $13.2 Million
Q4 2023 Jan 29, 2024	SELL	$63.01 - $75.95 $2.06 Million - $2.48 Million	-32,704 Reduced 13.75%	205,185 $15.5 Million
Q3 2023 Oct 23, 2023	SELL	$66.75 - $73.98 $1.54 Million - $1.71 Million	-23,072 Reduced 8.84%	237,889 $16.1 Million
Q2 2023 Jul 24, 2023	SELL	$65.29 - $71.03 $1.58 Million - $1.71 Million	-24,139 Reduced 8.47%	260,961 $18.5 Million
Q1 2023 Apr 21, 2023	BUY	$64.24 - $73.9 $900,452 - $1.04 Million	14,017 Added 5.17%	285,100 $19.3 Million
Q4 2022 Jan 30, 2023	SELL	$61.05 - $69.94 $1.71 Million - $1.96 Million	-27,979 Reduced 9.36%	271,083 $17.8 Million
Q3 2022 Nov 03, 2022	BUY	$60.5 - $72.51 $1.71 Million - $2.05 Million	28,297 Added 10.45%	299,062 $18.1 Million
Q2 2022 Aug 02, 2022	BUY	$60.91 - $76.4 $606,785 - $761,096	9,962 Added 3.82%	270,765 $17 Million
Q1 2022 Apr 20, 2022	BUY	$70.66 - $80.89 $1.04 Million - $1.19 Million	14,772 Added 6.0%	260,803 $19.8 Million
Q4 2021 Jan 12, 2022	SELL	$76.01 - $83.39 $1.64 Million - $1.8 Million	-21,626 Reduced 8.08%	246,031 $19.8 Million
Q3 2021 Oct 12, 2021	BUY	$74.65 - $80.95 $2.42 Million - $2.62 Million	32,426 Added 13.78%	267,657 $20.5 Million
Q2 2021 Jul 22, 2021	SELL	$74.64 - $79.12 $1.38 Million - $1.47 Million	-18,522 Reduced 7.3%	235,231 $18.4 Million
Q1 2021 Apr 14, 2021	SELL	$67.07 - $76.85 $158,083 - $181,135	-2,357 Reduced 0.92%	253,753 $18.9 Million
Q4 2020 Jan 15, 2021	BUY	$55.93 - $68.45 $50,001 - $61,194	894 Added 0.35%	256,110 $17.5 Million
Q3 2020 Oct 13, 2020	BUY	$51.99 - $58.83 $420,703 - $476,052	8,092 Added 3.27%	255,216 $14.2 Million
Q2 2020 Jul 10, 2020	BUY	$39.01 - $57.03 $560,612 - $819,578	14,371 Added 6.17%	247,124 $13 Million
Q1 2020 Apr 13, 2020	BUY	$35.83 - $62.24 $262,060 - $455,223	7,314 Added 3.24%	232,753 $9.81 Million
Q4 2019 Jan 07, 2020	SELL	$54.56 - $60.24 $34,318 - $37,890	-629 Reduced 0.28%	225,439 $12.7 Million
Q3 2019 Oct 23, 2019	BUY	$56.23 - $57.59 $19,174 - $19,638	341 Added 0.15%	226,068 $12.8 Million
Q2 2019 Jul 17, 2019	BUY	N/A	18,842 Added 9.11%	225,727 $12.9 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-6,393 Reduced 3.0%	206,885 $10.9 Million
Q4 2018 Jan 29, 2019	BUY	N/A	11,090 Added 5.48%	213,278 $10.2 Million
Q3 2018 Oct 15, 2018	SELL	N/A	-1,833 Reduced 0.9%	202,188 $11.7 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-8,198 Reduced 3.86%	204,021 $11.2 Million
Q1 2018 Apr 17, 2018	SELL	N/A	-85,023 Reduced 28.6%	212,219 $11.2 Million
Q4 2017 Jan 08, 2018	SELL	N/A	-20,485 Reduced 6.45%	297,242 $15.8 Million
Q3 2017 Oct 10, 2017	BUY	N/A	317,727	317,727 $15.9 Million

Others Institutions Holding SCHM

# of Institutions

1,019

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
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account