Retirement Planning Group Schwab Strategic U.S. Mid Cap Transaction History

Retirement Planning Group

  • $1.64 Billion
  • Q2 2025

A detailed history of Retirement Planning Group transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Retirement Planning Group holds 27,271 shares of SCHM stock, worth $803,403. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,271
Previous 28,194 3.27%
Holding current value
$803,403
Previous $737,000 3.66%
% of portfolio
0.05%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$22.92 - $28.05 $21,155 - $25,890
-923 Reduced 3.27%
27,271 $764,000
Q1 2025

Apr 10, 2025
SELL
$25.58 - $29.24 $434 - $497
-17 Reduced 0.06%
28,194 $737,000
Q4 2024

Feb 18, 2025
BUY
$27.54 - $83.04 $527,776 - $1.59 Million
19,164 Added 211.83%
28,211 $781,000
Q3 2024

Oct 10, 2024
SELL
$75.47 - $83.18 $50,640 - $55,813
-671 Reduced 6.9%
9,047 $751,000
Q2 2024

Jul 12, 2024
SELL
$75.69 - $81.19 $98,321 - $105,465
-1,299 Reduced 11.79%
9,718 $756,000
Q1 2024

Apr 12, 2024
BUY
$72.89 - $81.43 $102,847 - $114,897
1,411 Added 14.69%
11,017 $897,000
Q4 2023

Jan 12, 2024
SELL
$63.01 - $75.95 $45,493 - $54,835
-722 Reduced 6.99%
9,606 $723,000
Q3 2023

Oct 24, 2023
BUY
$66.75 - $73.98 $166,808 - $184,876
2,499 Added 31.92%
10,328 $698,000
Q2 2023

Jul 24, 2023
BUY
$65.29 - $71.03 $226,425 - $246,332
3,468 Added 79.52%
7,829 $556,000
Q1 2023

Apr 19, 2023
BUY
$64.24 - $73.9 $280,150 - $322,277
4,361 New
4,361 $295,000
Q2 2022

Jul 13, 2022
SELL
$60.91 - $76.4 $186,871 - $234,395
-3,068 Closed
0 $0
Q1 2022

Apr 19, 2022
BUY
$70.66 - $80.89 $20,774 - $23,781
294 Added 10.6%
3,068 $233,000
Q4 2021

Jan 20, 2022
BUY
$76.01 - $83.39 $210,851 - $231,323
2,774 New
2,774 $223,000
Q1 2019

May 06, 2019
SELL
N/A
-10,311 Closed
0 $0
Q4 2018

Feb 06, 2019
BUY
N/A
10,311 New
10,311 $494,000

Others Institutions Holding SCHM

# of Institutions
1,041
Shares Held
281M
Call Options Held
9.4K
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
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