Perissos Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Perissos Private Wealth Management, LLC

$137 Billion
Q3 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 16,873 shares of SCHM stock, worth $492,016. This represents 0.36% of its overall portfolio holdings.

Number of Shares

16,873

Previous 16,854 0.11%

Holding current value

$492,016

Previous $473 Million 5.79%

% of portfolio

0.36%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$28.15 - $30.13 $534 - $572	19 Added 0.11%	16,873 $500 Million
Q2 2025 Jul 31, 2025	BUY	$22.92 - $28.05 $366 - $448	16 Added 0.1%	16,854 $473 Million
Q1 2025 Apr 25, 2025	BUY	$25.58 - $29.24 $332 - $380	13 Added 0.08%	16,838 $441 Million
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $309,053 - $931,874	11,222 Added 200.29%	16,825 $466 Million
Q3 2024 Nov 12, 2024	SELL	$75.47 - $83.18 $528 - $582	-7 Reduced 0.12%	5,603 $466 Million

Q2 2024 Aug 09, 2024	SELL	$75.69 - $81.19 $140,253 - $150,445	-1,853 Reduced 24.83%	5,610 $437 Million
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $543,978 - $607,712	7,463 New	7,463 $608 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
Sector ETFs
Industry ETFs

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Perissos Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History