My Purposeful Wealth Corp. Schwab Strategic U.S. Mid Cap Transaction History

My Purposeful Wealth Corp.

$279 Billion
Q2 2025

A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 25,428 shares of SCHM stock, worth $763,094. This represents 0.26% of its overall portfolio holdings.

Number of Shares

25,428

Previous 13,068 94.58%

Holding current value

$763,094

Previous $342 Million 111.29%

% of portfolio

0.26%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$22.92 - $28.05 $283,291 - $346,698	12,360 Added 94.58%	25,428 $723 Million
Q1 2025 May 02, 2025	BUY	$25.58 - $29.24 $92,241 - $105,439	3,606 Added 38.11%	13,068 $342 Million
Q4 2024 Feb 03, 2025	BUY	$27.54 - $83.04 $188,924 - $569,654	6,860 Added 263.64%	9,462 $262 Million
Q3 2024 Oct 29, 2024	BUY	$75.47 - $83.18 $196,372 - $216,434	2,602 New	2,602 $216 Million
Q1 2024 Apr 29, 2024	SELL	$72.89 - $81.43 $48,326 - $53,988	-663 Reduced 20.01%	2,651 $216 Million
Q4 2023 Feb 06, 2024	BUY	$63.01 - $75.95 $208,815 - $251,698	3,314 New	3,314 $250 Million
Q2 2023 Jul 24, 2023	BUY	$65.29 - $71.03 $189,732 - $206,413	2,906 New	2,906 $206 Million

Others Institutions Holding SCHM

# of Institutions

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

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 My Purposeful Wealth Corp., based on Form 13F filings with the SEC.

News

Stay updated on My Purposeful Wealth Corp. with notifications on news.

Account

My Purposeful Wealth Corp. Schwab Strategic U.S. Mid Cap Transaction History