Motive Wealth Advisors Schwab Strategic U.S. Mid Cap Transaction History

Motive Wealth Advisors

$186 Million
Q1 2025

A detailed history of Motive Wealth Advisors transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Motive Wealth Advisors holds 16,986 shares of SCHM stock, worth $465,076. This represents 0.24% of its overall portfolio holdings.

Number of Shares

16,986

Previous 35,502 52.15%

Holding current value

$465,076

Previous $983,000 54.83%

% of portfolio

0.24%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$25.58 - $29.24 $473,639 - $541,407	-18,516 Reduced 52.15%	16,986 $444,000
Q4 2024 Jan 21, 2025	BUY	$27.54 - $83.04 $651,816 - $1.97 Million	23,668 Added 200.0%	35,502 $983,000
Q4 2023 Feb 13, 2024	SELL	$63.01 - $75.95 $63,010 - $75,950	-1,000 Reduced 7.79%	11,834 $891,000
Q3 2023 Nov 14, 2023	SELL	$66.75 - $73.98 $209,595 - $232,297	-3,140 Reduced 19.66%	12,834 $868,000
Q3 2022 Oct 21, 2022	SELL	$60.5 - $72.51 $1,936 - $2,320	-32 Reduced 0.2%	15,974 $967,000
Q4 2021 Feb 08, 2022	SELL	$76.01 - $83.39 $1,292 - $1,417	-17 Reduced 0.11%	16,006 $1.29 Million
Q2 2021 Aug 16, 2021	BUY	$74.64 - $79.12 $1.2 Million - $1.27 Million	16,023 New	16,023 $1.25 Million

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

284M

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

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Motive Wealth Advisors Schwab Strategic U.S. Mid Cap Transaction History