Operose Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Operose Advisors LLC

$398 Million
Q3 2025

A detailed history of Operose Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Operose Advisors LLC holds 3,294 shares of SCHM stock, worth $96,053. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,294

Previous 3,280 0.43%

Holding current value

$96,053

Previous $92,000 5.43%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$28.15 - $30.13 $394 - $421	14 Added 0.43%	3,294 $97,000
Q2 2025 Aug 14, 2025	BUY	$22.92 - $28.05 $275 - $336	12 Added 0.37%	3,280 $92,000
Q1 2025 May 12, 2025	BUY	$25.58 - $29.24 $255 - $292	10 Added 0.31%	3,268 $85,000
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $59,927 - $180,695	2,176 Added 201.11%	3,258 $90,000
Q3 2024 Nov 13, 2024	BUY	$75.47 - $83.18 $603 - $665	8 Added 0.74%	1,082 $89,000

Q1 2024 May 13, 2024	BUY	$72.89 - $81.43 $218 - $244	3 Added 0.28%	1,074 $87,000
Q4 2023 Feb 12, 2024	BUY	$63.01 - $75.95 $378 - $455	6 Added 0.56%	1,071 $80,000
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $267 - $295	4 Added 0.38%	1,065 $72,000
Q2 2023 Aug 08, 2023	BUY	$65.29 - $71.03 $261 - $284	4 Added 0.38%	1,061 $75,000
Q1 2023 May 09, 2023	BUY	$64.24 - $73.9 $13,875 - $15,962	216 Added 25.68%	1,057 $71,000
Q4 2022 Feb 13, 2023	BUY	$61.05 - $69.94 $244 - $279	4 Added 0.48%	841 $55,000
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $50,638 - $60,690	837 New	837 $51,000

Others Institutions Holding SCHM

# of Institutions

1,060

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Operose Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History