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

Operose Advisors LLC

  • $353 Million
  • Q2 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 3,280 shares of SCHM stock, worth $96,628. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,280
Previous 3,268 0.37%
Holding current value
$96,628
Previous $85,000 8.24%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,047
Shares Held
280M
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
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