Soa Wealth Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History

Soa Wealth Advisors, Llc.

$897 Million
Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 6,013 shares of SCHM stock, worth $175,038. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,013

Previous 5,991 0.37%

Holding current value

$175,038

Previous $156,000 7.69%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$22.92 - $28.05 $504 - $617	22 Added 0.37%	6,013 $168,000
Q1 2025 Apr 14, 2025	BUY	$25.58 - $29.24 $460 - $526	18 Added 0.3%	5,991 $156,000
Q4 2024 Jan 28, 2025	BUY	$27.54 - $83.04 $109,884 - $331,329	3,990 Added 201.21%	5,973 $165,000
Q3 2024 Oct 08, 2024	BUY	$75.47 - $83.18 $1,056 - $1,164	14 Added 0.71%	1,983 $164,000
Q1 2024 Apr 10, 2024	SELL	$72.89 - $81.43 $34,841 - $38,923	-478 Reduced 19.53%	1,969 $160,000
Q3 2023 Oct 10, 2023	BUY	$66.75 - $73.98 $31,906 - $35,362	478 Added 24.28%	2,447 $165,000
Q4 2022 Jan 10, 2023	BUY	$61.05 - $69.94 $120,207 - $137,711	1,969 New	1,969 $0

Others Institutions Holding SCHM

# of Institutions

1,019

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
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History