Roundview Capital LLC Schwab Strategic U.S. Mid Cap Transaction History

Roundview Capital LLC

  • $1.54 Billion
  • Q3 2025

A detailed history of Roundview Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Roundview Capital LLC holds 126,504 shares of SCHM stock, worth $3.69 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
126,504
Previous 136,082 7.04%
Holding current value
$3.69 Million
Previous $3.82 Million 1.78%
% of portfolio
0.24%
Previous 0.26%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$28.15 - $30.13 $269,620 - $288,585
-9,578 Reduced 7.04%
126,504 $3.75 Million
Q2 2025

Jul 23, 2025
BUY
$22.92 - $28.05 $260,623 - $318,956
11,371 Added 9.12%
136,082 $3.82 Million
Q1 2025

May 06, 2025
SELL
$25.58 - $29.24 $21,589 - $24,678
-844 Reduced 0.67%
124,711 $3.27 Million
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $2.32 Million - $6.99 Million
84,159 Added 203.3%
125,555 $3.48 Million
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $184,826 - $203,707
2,449 Added 6.29%
41,396 $3.44 Million
Q2 2024

Aug 09, 2024
SELL
$75.69 - $81.19 $20,436 - $21,921
-270 Reduced 0.69%
38,947 $3.03 Million
Q1 2024

May 06, 2024
SELL
$72.89 - $81.43 $197,459 - $220,593
-2,709 Reduced 6.46%
39,217 $3.19 Million
Q4 2023

Feb 12, 2024
SELL
$63.01 - $75.95 $125,326 - $151,064
-1,989 Reduced 4.53%
41,926 $3.16 Million
Q3 2023

Nov 13, 2023
SELL
$66.75 - $73.98 $110,004 - $121,919
-1,648 Reduced 3.62%
43,915 $2.97 Million
Q2 2023

Aug 09, 2023
SELL
$65.29 - $71.03 $47,661 - $51,851
-730 Reduced 1.58%
45,563 $3.24 Million
Q1 2023

May 09, 2023
SELL
$64.24 - $73.9 $11,113 - $12,784
-173 Reduced 0.37%
46,293 $3.14 Million
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $57,203 - $65,533
937 Added 2.06%
46,466 $3.05 Million
Q3 2022

Nov 10, 2022
SELL
$60.5 - $72.51 $8,046 - $9,643
-133 Reduced 0.29%
45,529 $2.76 Million
Q2 2022

Aug 11, 2022
SELL
$60.91 - $76.4 $74,066 - $92,902
-1,216 Reduced 2.59%
45,662 $2.86 Million
Q1 2022

May 11, 2022
SELL
$70.66 - $80.89 $23,812 - $27,259
-337 Reduced 0.71%
46,878 $3.56 Million
Q4 2021

Feb 10, 2022
SELL
$76.01 - $83.39 $6,004 - $6,587
-79 Reduced 0.17%
47,215 $3.8 Million
Q3 2021

Nov 10, 2021
BUY
$74.65 - $80.95 $8,734 - $9,471
117 Added 0.25%
47,294 $3.63 Million
Q2 2021

Aug 10, 2021
BUY
$74.64 - $79.12 $88,523 - $93,836
1,186 Added 2.58%
47,177 $3.69 Million
Q1 2021

May 14, 2021
BUY
$67.07 - $76.85 $53,320 - $61,095
795 Added 1.76%
45,991 $3.42 Million
Q4 2020

Feb 08, 2021
BUY
$55.93 - $68.45 $636,203 - $778,618
11,375 Added 33.63%
45,196 $3.08 Million
Q3 2020

Nov 05, 2020
BUY
$51.99 - $58.83 $207 - $235
4 Added 0.01%
33,821 $1.88 Million
Q2 2020

Aug 13, 2020
SELL
$39.01 - $57.03 $47,436 - $69,348
-1,216 Reduced 3.47%
33,817 $1.78 Million
Q1 2020

May 11, 2020
SELL
$35.83 - $62.24 $32,067 - $55,704
-895 Reduced 2.49%
35,033 $1.48 Million
Q4 2019

Feb 10, 2020
BUY
$54.56 - $60.24 $3,928 - $4,337
72 Added 0.2%
35,928 $2.16 Million
Q3 2019

Nov 12, 2019
SELL
$56.23 - $57.59 $1,012 - $1,036
-18 Reduced 0.05%
35,856 $2.03 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-197 Reduced 0.55%
35,874 $2.05 Million
Q1 2019

May 09, 2019
BUY
N/A
138 Added 0.38%
36,071 $2 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-1,751 Reduced 4.65%
35,933 $1.72 Million
Q3 2018

Nov 07, 2018
SELL
N/A
-1,593 Reduced 4.06%
37,684 $2.18 Million
Q2 2018

Aug 10, 2018
BUY
N/A
740 Added 1.92%
39,277 $2.16 Million
Q1 2018

May 14, 2018
BUY
N/A
17,635 Added 84.37%
38,537 $2.04 Million
Q4 2017

Feb 07, 2018
BUY
N/A
1,667 Added 8.67%
20,902 $1.11 Million
Q3 2017

Nov 13, 2017
BUY
N/A
1,375 Added 7.7%
19,235 $964,000
Q3 2017

Nov 13, 2017
BUY
N/A
17,860
17,860 $860,000

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
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More about SCHM
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