Patrick M Sweeney & Associates, Inc Schwab Strategic U.S. Mid Cap Transaction History

Patrick M Sweeney & Associates, Inc

$155 Billion
Q3 2025

A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 12,000 shares of SCHM stock, worth $349,920. This represents 0.23% of its overall portfolio holdings.

Number of Shares

12,000

Previous 11,399 5.27%

Holding current value

$349,920

Previous $327 Million 8.68%

% of portfolio

0.23%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$28.15 - $30.13 $16,918 - $18,108	601 Added 5.27%	12,000 $356 Million
Q2 2025 Aug 13, 2025	BUY	$22.92 - $28.05 $12,055 - $14,754	526 Added 4.84%	11,399 $327 Million
Q1 2025 Apr 14, 2025	BUY	$25.58 - $29.24 $25 - $29	1 Added 0.01%	10,873 $285 Million
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $201,262 - $606,856	7,308 Added 205.05%	10,872 $301 Million
Q3 2024 Oct 22, 2024	BUY	$75.47 - $83.18 $42,036 - $46,331	557 Added 18.52%	3,564 $296 Million
Q2 2024 Jul 17, 2024	BUY	$75.69 - $81.19 $24,220 - $25,980	320 Added 11.91%	3,007 $224 Million
Q1 2024 Apr 25, 2024	BUY	$72.89 - $81.43 $195,855 - $218,802	2,687 New	2,687 $219 Million

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Patrick M Sweeney & Associates, Inc Schwab Strategic U.S. Mid Cap Transaction History