Org Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Org Partners LLC

$338 Million
Q1 2025

A detailed history of Org Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Org Partners LLC holds 1,680 shares of SCHM stock, worth $45,444. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,680

Previous 5,155 67.41%

Holding current value

$45,444

Previous $142,000 69.01%

% of portfolio

0.01%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$25.58 - $29.24 $88,890 - $101,609	-3,475 Reduced 67.41%	1,680 $44,000
Q4 2024 Jan 10, 2025	BUY	$27.54 - $83.04 $94,654 - $285,408	3,437 Added 200.06%	5,155 $142,000
Q2 2024 Jul 16, 2024	BUY	$75.69 - $81.19 $130,035 - $139,484	1,718 New	1,718 $133,000
Q4 2023 Jan 29, 2024	BUY	$63.01 - $75.95 $81,282 - $97,975	1,290 New	1,290 $97,000
Q2 2023 Jul 25, 2023	BUY	$65.29 - $71.03 $75,671 - $82,323	1,159 New	1,159 $82.6 Million

Others Institutions Holding SCHM

# of Institutions

1,004

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
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