Savvy Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Savvy Advisors, Inc.

$974 Million
Q1 2025

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Savvy Advisors, Inc. holds 36,823 shares of SCHM stock, worth $996,062. This represents 0.1% of its overall portfolio holdings.

Number of Shares

36,823

Previous 35,652 3.28%

Holding current value

$996,062

Previous $987,000 2.33%

% of portfolio

0.1%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$25.58 - $29.24 $29,954 - $34,240	1,171 Added 3.28%	36,823 $964,000
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $753,274 - $2.27 Million	27,352 Added 329.54%	35,652 $987,000
Q3 2024 Nov 05, 2024	BUY	$75.47 - $83.18 $39,093 - $43,087	518 Added 6.66%	8,300 $690 Million
Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $2,270 - $2,435	-30 Reduced 0.38%	7,782 $606 Million
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $170,343 - $190,301	-2,337 Reduced 23.03%	7,812 $636 Million
Q4 2023 Feb 08, 2024	BUY	$63.01 - $75.95 $639,488 - $770,816	10,149 New	10,149 $764 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History