Oppenheimer Asset Management Inc. Schwab Strategic U.S. Mid Cap Transaction History

Oppenheimer Asset Management Inc.

  • $8.74 Billion
  • Q3 2025

A detailed history of Oppenheimer Asset Management Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 6,787 shares of SCHM stock, worth $200,012. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,787
Holding current value
$200,012
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$28.15 - $30.13 $191,054 - $204,492
6,787 New
6,787 $201,000
Q2 2020

Aug 11, 2020
SELL
$39.01 - $57.03 $95,262 - $139,267
-2,442 Closed
0 $0
Q1 2020

May 08, 2020
BUY
$35.83 - $62.24 $5,338 - $9,273
149 Added 6.5%
2,442 $103,000
Q4 2019

Feb 07, 2020
SELL
$54.56 - $60.24 $4,201 - $4,638
-77 Reduced 3.25%
2,293 $138,000
Q2 2019

Aug 09, 2019
BUY
N/A
873 Added 58.32%
2,370 $135,000
Q1 2019

Apr 24, 2019
BUY
N/A
9 Added 0.6%
1,497 $83,000
Q4 2018

Jan 30, 2019
BUY
N/A
1,488 New
1,488 $71,000
Q4 2017

Feb 07, 2018
SELL
N/A
-1,212 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
1,212
1,212 $61,000

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
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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