River Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

River Wealth Advisors LLC

$697 Million
Q1 2025

A detailed history of River Wealth Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, River Wealth Advisors LLC holds 90,395 shares of SCHM stock, worth $2.46 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

90,395

Previous 94,272 4.11%

Holding current value

$2.46 Million

Previous $2.61 Million 9.34%

% of portfolio

0.34%

Previous 0.36%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.58 - $29.24 $99,173 - $113,363	-3,877 Reduced 4.11%	90,395 $2.37 Million
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $1.71 Million - $5.16 Million	62,133 Added 193.33%	94,272 $2.61 Million
Q3 2024 Nov 12, 2024	SELL	$75.47 - $83.18 $63,394 - $69,871	-840 Reduced 2.55%	32,139 $2.67 Million
Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $16,046 - $17,212	-212 Reduced 0.64%	32,979 $2.57 Million
Q1 2024 May 14, 2024	SELL	$72.89 - $81.43 $19,242 - $21,497	-264 Reduced 0.79%	33,191 $2.7 Million
Q4 2023 Feb 13, 2024	SELL	$63.01 - $75.95 $79,014 - $95,241	-1,254 Reduced 3.61%	33,455 $2.52 Million
Q3 2023 Nov 13, 2023	SELL	$66.75 - $73.98 $46,658 - $51,712	-699 Reduced 1.97%	34,709 $2.35 Million
Q2 2023 Aug 09, 2023	BUY	$65.29 - $71.03 $11,164 - $12,146	171 Added 0.49%	35,408 $2.52 Million
Q1 2023 May 11, 2023	SELL	$64.24 - $73.9 $28,522 - $32,811	-444 Reduced 1.24%	35,237 $2.39 Million
Q4 2022 Feb 10, 2023	BUY	$61.05 - $69.94 $5,189 - $5,944	85 Added 0.24%	35,681 $2.34 Million
Q3 2022 Nov 14, 2022	SELL	$60.5 - $72.51 $57,596 - $69,029	-952 Reduced 2.6%	35,596 $2.16 Million
Q2 2022 Aug 10, 2022	SELL	$60.91 - $76.4 $105,374 - $132,172	-1,730 Reduced 4.52%	36,548 $2.29 Million
Q1 2022 May 09, 2022	SELL	$70.66 - $80.89 $8,761 - $10,030	-124 Reduced 0.32%	38,278 $2.9 Million
Q4 2021 Feb 11, 2022	SELL	$76.01 - $83.39 $71,373 - $78,303	-939 Reduced 2.39%	38,402 $3.09 Million
Q3 2021 Nov 12, 2021	SELL	$74.65 - $80.95 $52,255 - $56,665	-700 Reduced 1.75%	39,341 $3.02 Million
Q2 2021 Aug 06, 2021	SELL	$74.64 - $79.12 $8,658 - $9,177	-116 Reduced 0.29%	40,041 $3.13 Million
Q1 2021 May 11, 2021	SELL	$67.07 - $76.85 $148,627 - $170,299	-2,216 Reduced 5.23%	40,157 $2.99 Million
Q4 2020 Feb 16, 2021	SELL	$55.93 - $68.45 $38,871 - $47,572	-695 Reduced 1.61%	42,373 $2.89 Million
Q3 2020 Nov 10, 2020	SELL	$51.99 - $58.83 $46,115 - $52,182	-887 Reduced 2.02%	43,068 $2.39 Million
Q2 2020 Aug 11, 2020	SELL	$39.01 - $57.03 $38,580 - $56,402	-989 Reduced 2.2%	43,955 $2.31 Million
Q1 2020 May 05, 2020	SELL	$35.83 - $62.24 $389,400 - $676,424	-10,868 Reduced 19.47%	44,944 $1.9 Million
Q4 2019 Feb 07, 2020	BUY	$54.56 - $60.24 $182,121 - $201,081	3,338 Added 6.36%	55,812 $3.36 Million
Q3 2019 Oct 29, 2019	BUY	$56.23 - $57.59 $213,336 - $218,496	3,794 Added 7.79%	52,474 $2.97 Million
Q2 2019 Jul 30, 2019	BUY	N/A	4,185 Added 9.41%	48,680 $2.78 Million
Q1 2019 May 07, 2019	SELL	N/A	-1,309 Reduced 2.86%	44,495 $2.47 Million
Q4 2018 Jan 25, 2019	SELL	N/A	-1,568 Reduced 3.31%	45,804 $2.2 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-318 Reduced 0.67%	47,372 $2.74 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-260 Reduced 0.54%	47,690 $2.62 Million
Q1 2018 May 02, 2018	BUY	N/A	1,824 Added 3.95%	47,950 $2.54 Million
Q4 2017 Feb 09, 2018	BUY	N/A	632 Added 1.39%	46,126 $2.46 Million
Q3 2017 Nov 06, 2017	BUY	N/A	45,494	45,494 $2.28 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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River Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History