Single Point Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Single Point Partners, LLC

$426 Million
Q1 2025

A detailed history of Single Point Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Single Point Partners, LLC holds 35,734 shares of SCHM stock, worth $966,604. This represents 0.22% of its overall portfolio holdings.

Number of Shares

35,734

Previous 35,765 0.09%

Holding current value

$966,604

Previous $991,000 5.55%

% of portfolio

0.22%

Previous 0.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$25.58 - $29.24 $792 - $906	-31 Reduced 0.09%	35,734 $936,000
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $984,968 - $2.97 Million	35,765 New	35,765 $991,000
Q1 2024 Apr 11, 2024	SELL	$72.89 - $81.43 $23,470 - $26,220	-322 Reduced 0.72%	44,192 $3.6 Million
Q4 2023 Jan 11, 2024	BUY	$63.01 - $75.95 $370,876 - $447,041	5,886 Added 15.24%	44,514 $3.35 Million
Q3 2023 Oct 12, 2023	BUY	$66.75 - $73.98 $2.58 Million - $2.86 Million	38,628 New	38,628 $2.61 Million
Q1 2023 Apr 06, 2023	SELL	$64.24 - $73.9 $20,042 - $23,056	-312 Reduced 0.8%	38,604 $2.62 Million
Q4 2022 Jan 10, 2023	BUY	$61.05 - $69.94 $915 - $1,049	15 Added 0.04%	38,916 $2.55 Million
Q3 2022 Oct 07, 2022	BUY	$60.5 - $72.51 $1.08 Million - $1.3 Million	17,863 Added 84.91%	38,901 $2.36 Million
Q2 2022 Jul 29, 2022	BUY	$60.91 - $76.4 $33,317 - $41,790	547 Added 2.67%	21,038 $1.32 Million
Q1 2022 Apr 28, 2022	BUY	$70.66 - $80.89 $15,686 - $17,957	222 Added 1.1%	20,491 $1.55 Million
Q4 2021 Jan 27, 2022	BUY	$76.01 - $83.39 $1.54 Million - $1.69 Million	20,269 New	20,269 $1.63 Million
Q3 2021 Oct 25, 2021	SELL	$74.65 - $80.95 $1.51 Million - $1.64 Million	-20,208 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$74.64 - $79.12 $2,015 - $2,136	27 Added 0.13%	20,208 $1.58 Million
Q1 2021 Apr 30, 2021	SELL	$67.07 - $76.85 $9,054 - $10,374	-135 Reduced 0.66%	20,181 $1.52 Million
Q4 2020 Jan 12, 2021	BUY	$55.93 - $68.45 $3,076 - $3,764	55 Added 0.27%	20,316 $1.39 Million
Q3 2020 Oct 30, 2020	BUY	$51.99 - $58.83 $2,599 - $2,941	50 Added 0.25%	20,261 $1.12 Million
Q2 2020 Jul 30, 2020	BUY	$39.01 - $57.03 $351,129 - $513,327	9,001 Added 80.29%	20,211 $1.06 Million
Q1 2020 Apr 17, 2020	BUY	$35.83 - $62.24 $401,654 - $697,710	11,210 New	11,210 $473,000

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

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Single Point Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History