Ronald Blue Trust, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Ronald Blue Trust, Inc.

$8.31 Billion
Q2 2025

A detailed history of Ronald Blue Trust, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ronald Blue Trust, Inc. holds 3,155 shares of SCHM stock, worth $91,147. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,155

Previous 2,812 12.2%

Holding current value

$91,147

Previous $73,000 20.55%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$22.92 - $28.05 $7,861 - $9,621	343 Added 12.2%	3,155 $88,000
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $51,609 - $155,616	1,874 Added 199.79%	2,812 $77,000
Q4 2024 Jan 22, 2025	SELL	$27.54 - $83.04 $30,927 - $93,253	-1,123 Reduced 54.49%	938 $25,000
Q3 2024 Oct 17, 2024	BUY	$75.47 - $83.18 $84,752 - $93,411	1,123 Added 119.72%	2,061 $171,000
Q2 2023 Jul 14, 2023	BUY	$65.29 - $71.03 $61,242 - $66,626	938 New	938 $64,000
Q2 2022 Aug 09, 2022	BUY	$60.91 - $76.4 $2,558 - $3,208	42 New	42 $3,000

Others Institutions Holding SCHM

# of Institutions

1,023

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Ronald Blue Trust, Inc. Schwab Strategic U.S. Mid Cap Transaction History