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

My Purposeful Wealth Corp.

$213 Billion
Q1 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 13,068 shares of SCHM stock, worth $380,409. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,068

Previous 9,462 38.11%

Holding current value

$380,409

Previous $262 Million 30.59%

% of portfolio

0.16%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,019

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

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