Sea Bridge Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Sea Bridge Investment Advisors LLC

  • $600 Million
  • Q3 2025

A detailed history of Sea Bridge Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sea Bridge Investment Advisors LLC holds 10,380 shares of SCHM stock, worth $305,794. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,380
Previous 20,922 50.39%
Holding current value
$305,794
Previous $586,000 47.61%
% of portfolio
0.05%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$28.15 - $30.13 $296,757 - $317,630
-10,542 Reduced 50.39%
10,380 $307,000
Q2 2025

Jul 16, 2025
BUY
$22.92 - $28.05 $389 - $476
17 Added 0.08%
20,922 $586,000
Q1 2025

May 02, 2025
BUY
$25.58 - $29.24 $358 - $409
14 Added 0.07%
20,905 $547,000
Q4 2024

Jan 23, 2025
BUY
$27.54 - $83.04 $575,338 - $1.73 Million
20,891 New
20,891 $578,000

Others Institutions Holding SCHM

# of Institutions
1,052
Shares Held
280M
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
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