Schneider Downs Wealth Management Advisors, LP Schwab Strategic U.S. Mid Cap Transaction History

Schneider Downs Wealth Management Advisors, LP

$536 Million
Q1 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 326,433 shares of SCHM stock, worth $8.83 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

326,433

Previous 287,999 13.35%

Holding current value

$8.83 Million

Previous $7.98 Million 7.17%

% of portfolio

1.59%

Previous 1.54%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$25.58 - $29.24 $983,141 - $1.12 Million	38,434 Added 13.35%	326,433 $8.55 Million
Q4 2024 Feb 04, 2025	BUY	$27.54 - $83.04 $5.6 Million - $16.9 Million	203,188 Added 239.58%	287,999 $7.98 Million
Q3 2024 Nov 06, 2024	BUY	$75.47 - $83.18 $31,772 - $35,018	421 Added 0.5%	84,811 $7.05 Million
Q2 2024 Aug 07, 2024	BUY	$75.69 - $81.19 $148,276 - $159,051	1,959 Added 2.38%	84,390 $6.57 Million
Q1 2024 May 08, 2024	BUY	$72.89 - $81.43 $98,620 - $110,174	1,353 Added 1.67%	82,431 $6.71 Million
Q4 2023 Feb 09, 2024	BUY	$63.01 - $75.95 $314,167 - $378,686	4,986 Added 6.55%	81,078 $6.11 Million
Q3 2023 Nov 06, 2023	BUY	$66.75 - $73.98 $121,284 - $134,421	1,817 Added 2.45%	76,092 $5.15 Million
Q2 2023 Jul 31, 2023	BUY	$65.29 - $71.03 $87,488 - $95,180	1,340 Added 1.84%	74,275 $5.28 Million
Q1 2023 May 04, 2023	BUY	$64.24 - $73.9 $57,366 - $65,992	893 Added 1.24%	72,935 $4.95 Million
Q4 2022 Feb 01, 2023	BUY	$61.05 - $69.94 $548,045 - $627,851	8,977 Added 14.23%	72,042 $4.73 Million
Q3 2022 Oct 26, 2022	BUY	$60.5 - $72.51 $120,818 - $144,802	1,997 Added 3.27%	63,065 $3.82 Million
Q2 2022 Jul 13, 2022	BUY	$60.91 - $76.4 $333,969 - $418,901	5,483 Added 9.86%	61,068 $3.83 Million
Q1 2022 May 02, 2022	BUY	$70.66 - $80.89 $122,948 - $140,748	1,740 Added 3.23%	55,585 $4.22 Million
Q4 2021 Jan 31, 2022	BUY	$76.01 - $83.39 $107,554 - $117,996	1,415 Added 2.7%	53,845 $4.33 Million
Q3 2021 Oct 14, 2021	BUY	$74.65 - $80.95 $66,065 - $71,640	885 Added 1.72%	52,430 $4.02 Million
Q2 2021 Jul 20, 2021	BUY	$74.64 - $79.12 $102,480 - $108,631	1,373 Added 2.74%	51,545 $4.03 Million
Q1 2021 Apr 26, 2021	BUY	$67.07 - $76.85 $41,046 - $47,032	612 Added 1.23%	50,172 $3.73 Million
Q4 2020 Jan 21, 2021	BUY	$55.93 - $68.45 $42,283 - $51,748	756 Added 1.55%	49,560 $3.38 Million
Q3 2020 Oct 14, 2020	BUY	$51.99 - $58.83 $12,893 - $14,589	248 Added 0.51%	48,804 $2.71 Million
Q2 2020 Jul 15, 2020	BUY	$39.01 - $57.03 $94,365 - $137,955	2,419 Added 5.24%	48,556 $2.56 Million
Q1 2020 Apr 21, 2020	SELL	$35.83 - $62.24 $355,182 - $616,985	-9,913 Reduced 17.69%	46,137 $1.95 Million
Q4 2019 Jan 23, 2020	BUY	$54.56 - $60.24 $409,418 - $452,040	7,504 Added 15.46%	56,050 $3.37 Million
Q3 2019 Nov 05, 2019	BUY	$56.23 - $57.59 $129,385 - $132,514	2,301 Added 4.98%	48,546 $2.75 Million
Q2 2019 Jul 16, 2019	BUY	N/A	6,136 Added 15.3%	46,245 $2.64 Million
Q1 2019 May 01, 2019	BUY	N/A	8,883 Added 28.45%	40,109 $2.22 Million
Q4 2018 Jan 31, 2019	BUY	N/A	19,085 Added 157.19%	31,226 $1.5 Million
Q3 2018 Oct 18, 2018	BUY	N/A	632 Added 5.49%	12,141 $702,000
Q2 2018 Jul 24, 2018	BUY	N/A	2,174 Added 23.29%	11,509 $632,000
Q1 2018 Apr 17, 2018	BUY	N/A	9,335 New	9,335 $494,000

Others Institutions Holding SCHM

# of Institutions

1,003

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
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Schneider Downs Wealth Management Advisors, LP Schwab Strategic U.S. Mid Cap Transaction History