Planwiser Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Planwiser Financial, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Planwiser Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Planwiser Financial, LLC holds 87,222 shares of SCHM stock, worth $2.23 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
87,222
Holding current value
$2.23 Million
% of portfolio
2.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$25.58 - $29.24 $2.23 Million - $2.55 Million
87,222 New
87,222 $2.28 Billion

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
274M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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