Rmr Wealth Builders Schwab Strategic U.S. Mid Cap Transaction History

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025

A detailed history of Rmr Wealth Builders transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rmr Wealth Builders holds 38,249 shares of SCHM stock, worth $1.09 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
38,249
Previous 32,812 16.57%
Holding current value
$1.09 Million
Previous $858,000 24.94%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jul 08, 2025
BUY
$22.92 - $28.05 $124,616 - $152,507
5,437 Added 16.57%
38,249 $1.07 Million
Q1 2025

Apr 16, 2025
BUY
$25.58 - $29.24 $26,577 - $30,380
1,039 Added 3.27%
32,812 $858,000
Q4 2024

Jan 10, 2025
BUY
$27.54 - $83.04 $727,937 - $2.19 Million
26,432 Added 494.89%
31,773 $880,000
Q3 2024

Oct 21, 2024
BUY
$75.47 - $83.18 $403,085 - $444,264
5,341 New
5,341 $443,000

Others Institutions Holding SCHM

# of Institutions
1,006
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.47K
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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