Sax Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,064 shares of SCHM stock, worth $242,242. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,064
Previous 9,384 14.07%
Holding current value
$242,242
Previous $245,000 7.76%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 23, 2025
SELL
$22.92 - $28.05 $30,254 - $37,026
-1,320 Reduced 14.07%
8,064 $226,000
Q1 2025

May 14, 2025
BUY
$25.58 - $29.24 $240,042 - $274,388
9,384 New
9,384 $245,000

Others Institutions Holding SCHM

# of Institutions
1,041
Shares Held
284M
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 Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email