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

Schaeffer Financial LLC

  • $100 Million
  • Q4 2024

A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Schaeffer Financial LLC holds 322,719 shares of SCHM stock, worth $9.32 Million. This represents 8.93% of its overall portfolio holdings.

Number of Shares
322,719
Previous 105,930 204.65%
Holding current value
$9.32 Million
Previous $8.8 Million 1.6%
% of portfolio
8.93%
Previous 8.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$27.54 - $83.04 $5.97 Million - $18 Million
216,789 Added 204.65%
322,719 $8.94 Million
Q3 2024

Oct 30, 2024
BUY
$75.47 - $83.18 $84,601 - $93,244
1,121 Added 1.07%
105,930 $8.8 Million
Q2 2024

Jul 26, 2024
SELL
$75.69 - $81.19 $533,614 - $572,389
-7,050 Reduced 6.3%
104,809 $8.16 Million
Q1 2024

May 01, 2024
SELL
$72.89 - $81.43 $25,001 - $27,930
-343 Reduced 0.31%
111,859 $9.11 Million
Q4 2023

Feb 09, 2024
BUY
$63.01 - $75.95 $7.07 Million - $8.52 Million
112,202 New
112,202 $8.45 Million

Others Institutions Holding SCHM

# of Institutions
1,001
Shares Held
268M
Call Options Held
13.2K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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