Pca Investment Advisory Services Inc. Schwab Strategic U.S. Mid Cap Transaction History

Pca Investment Advisory Services Inc.

  • $263 Million
  • Q3 2025

A detailed history of Pca Investment Advisory Services Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pca Investment Advisory Services Inc. holds 106,767 shares of SCHM stock, worth $3.11 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
106,767
Previous 111,088 3.89%
Holding current value
$3.11 Million
Previous $3.12 Million 1.54%
% of portfolio
1.2%
Previous 1.35%

Shares

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

Nov 06, 2025
SELL
$28.15 - $30.13 $121,636 - $130,191
-4,321 Reduced 3.89%
106,767 $3.16 Million
Q2 2025

Aug 01, 2025
SELL
$22.92 - $28.05 $3,002 - $3,674
-131 Reduced 0.12%
111,088 $3.12 Million
Q1 2025

May 05, 2025
SELL
$25.58 - $29.24 $59,499 - $68,012
-2,326 Reduced 2.05%
111,219 $2.91 Million
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $2.05 Million - $6.18 Million
74,392 Added 190.0%
113,545 $3.15 Million
Q3 2024

Oct 15, 2024
SELL
$75.47 - $83.18 $62,941 - $69,372
-834 Reduced 2.09%
39,153 $3.25 Million
Q2 2024

Aug 13, 2024
SELL
$75.69 - $81.19 $24,220 - $25,980
-320 Reduced 0.79%
39,987 $3.11 Million
Q1 2024

May 07, 2024
BUY
$72.89 - $81.43 $106,127 - $118,562
1,456 Added 3.75%
40,307 $3.28 Million
Q4 2023

Feb 15, 2024
SELL
$63.01 - $75.95 $47,131 - $56,810
-748 Reduced 1.89%
38,851 $2.93 Million
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $15,552 - $17,237
233 Added 0.59%
39,599 $2.68 Billion
Q2 2023

Aug 16, 2023
SELL
$65.29 - $71.03 $99,763 - $108,533
-1,528 Reduced 3.74%
39,366 $2.8 Billion
Q1 2023

May 16, 2023
BUY
$64.24 - $73.9 $2.63 Million - $3.02 Million
40,894 New
40,894 $2.77 Billion

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
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
Track This Portfolio

Track Pca Investment Advisory Services Inc. Portfolio

Follow Pca Investment Advisory Services Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pca Investment Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pca Investment Advisory Services Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email