Pfg Investments, LLC Schwab Strategic U.S. Mid Cap Transaction History

Pfg Investments, LLC

$1.71 Trillion
Q2 2025

A detailed history of Pfg Investments, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pfg Investments, LLC holds 19,793 shares of SCHM stock, worth $561,131. This represents 0.03% of its overall portfolio holdings.

Number of Shares

19,793

Previous 15,402 28.51%

Holding current value

$561,131

Previous $404 Million 37.59%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$22.92 - $28.05 $100,641 - $123,167	4,391 Added 28.51%	19,793 $555 Million
Q1 2025 Apr 21, 2025	BUY	$25.58 - $29.24 $2,660 - $3,040	104 Added 0.68%	15,402 $404 Million
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $290,078 - $874,660	10,533 Added 221.05%	15,298 $424 Million
Q3 2024 Oct 23, 2024	BUY	$75.47 - $83.18 $6,414 - $7,070	85 Added 1.82%	4,765 $396 Million
Q2 2024 Aug 06, 2024	BUY	$75.69 - $81.19 $83,561 - $89,633	1,104 Added 30.87%	4,680 $364 Million
Q1 2024 Apr 22, 2024	SELL	$72.89 - $81.43 $86,593 - $96,738	-1,188 Reduced 24.94%	3,576 $291 Million
Q4 2023 Jan 17, 2024	BUY	$63.01 - $75.95 $35,348 - $42,607	561 Added 13.35%	4,764 $359 Million
Q3 2023 Nov 06, 2023	SELL	$66.75 - $73.98 $24,297 - $26,928	-364 Reduced 7.97%	4,203 $284 Million
Q2 2023 Aug 03, 2023	BUY	$65.29 - $71.03 $298,179 - $324,394	4,567 New	4,567 $324 Million

Others Institutions Holding SCHM

# of Institutions

1,026

Shares Held

285M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Pfg Investments, LLC Schwab Strategic U.S. Mid Cap Transaction History