Rockbridge Investment Management, Lcc Schwab Strategic U.S. Mid Cap Transaction History

Rockbridge Investment Management, Lcc

  • $933 Billion
  • Q2 2025

A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 7,512 shares of SCHM stock, worth $221,303. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,512
Holding current value
$221,303
% of portfolio
0.02%

Shares

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

Aug 11, 2025
BUY
$22.92 - $28.05 $172,175 - $210,711
7,512 New
7,512 $211 Million
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $138,911 - $418,853
5,044 Added 200.0%
7,566 $210 Million
Q3 2024

Nov 01, 2024
BUY
$75.47 - $83.18 $190,335 - $209,779
2,522 New
2,522 $210 Million
Q4 2023

Feb 14, 2024
SELL
$63.01 - $75.95 $856,683 - $1.03 Million
-13,596 Reduced 84.35%
2,522 $190 Million
Q3 2022

May 28, 2024
SELL
$60.5 - $72.51 $104,302 - $125,007
-1,724 Closed
0 $0
Q2 2022

May 28, 2024
SELL
$60.91 - $76.4 $982,051 - $1.23 Million
-16,123 Reduced 90.34%
1,724 $0
Q1 2022

May 28, 2024
BUY
$70.66 - $80.89 $1.08 Million - $1.24 Million
15,325 Added 607.65%
17,847 $0
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $39,145 - $42,945
515 Added 3.3%
16,118 $1.3 Million
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $23,141 - $25,094
-310 Reduced 1.95%
15,603 $0
Q2 2021

Aug 05, 2021
BUY
$74.64 - $79.12 $68,967 - $73,106
924 Added 6.16%
15,913 $1.25 Million
Q1 2021

May 20, 2021
BUY
$67.07 - $76.85 $23,876 - $27,358
356 Added 2.43%
14,989 $1.12 Million
Q4 2020

Mar 04, 2021
BUY
$55.93 - $68.45 $81,713 - $100,005
1,461 Added 11.09%
14,633 $998,000
Q2 2020

Aug 20, 2020
BUY
$39.01 - $57.03 $513,839 - $751,199
13,172 New
13,172 $693,000

Others Institutions Holding SCHM

# of Institutions
1,052
Shares Held
280M
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
Track This Portfolio

Track Rockbridge Investment Management, Lcc Portfolio

Follow Rockbridge Investment Management, Lcc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

News

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email