Motco Schwab Strategic U.S. Mid Cap Transaction History

Motco

  • $1.01 Billion
  • Q2 2025

A detailed history of Motco transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Motco holds 11,545 shares of SCHM stock, worth $340,115. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,545
Previous 2,032 468.16%
Holding current value
$340,115
Previous $53,000 509.43%
% of portfolio
0.03%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$22.92 - $28.05 $218,037 - $266,839
9,513 Added 468.16%
11,545 $323,000
Q4 2024

Feb 05, 2025
BUY
$27.54 - $83.04 $33,929 - $102,305
1,232 Added 154.0%
2,032 $56,000
Q1 2023

May 09, 2023
SELL
$64.24 - $73.9 $9,957 - $11,454
-155 Reduced 16.23%
800 $54,000
Q2 2021

Aug 04, 2021
BUY
$74.64 - $79.12 $71,281 - $75,559
955 New
955 $75,000
Q1 2018

May 08, 2018
SELL
N/A
-441 Closed
0 $0
Q4 2017

Feb 06, 2018
BUY
N/A
441
441 $23,000

Others Institutions Holding SCHM

# of Institutions
1,038
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
Track This Portfolio

Track Motco Portfolio

Follow Motco and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Motco with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email