Roxbury Financial LLC Schwab Strategic U.S. Mid Cap Transaction History

Roxbury Financial LLC

  • $108 Billion
  • Q3 2025

A detailed history of Roxbury Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Roxbury Financial LLC holds 1,374 shares of SCHM stock, worth $40,491. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,374
Previous 1,374 -0.0%
Holding current value
$40,491
Previous $38.5 Million 5.67%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 07, 2025
BUY
$22.92 - $28.05 $31,492 - $38,540
1,374 New
1,374 $38.5 Million

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
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 Roxbury Financial LLC Portfolio

Follow Roxbury Financial LLC 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 Roxbury Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roxbury Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email