Sound Income Strategies, LLC Schwab Strategic U.S. Mid Cap Transaction History

Sound Income Strategies, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sound Income Strategies, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sound Income Strategies, LLC holds 1,122 shares of SCHM stock, worth $31,808. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,122
Previous 3,574 68.61%
Holding current value
$31,808
Previous $93,000 66.67%
% of portfolio
0.0%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$22.92 - $28.05 $56,199 - $68,778
-2,452 Reduced 68.61%
1,122 $31,000
Q1 2025

Apr 17, 2025
BUY
$25.58 - $29.24 $38,063 - $43,509
1,488 Added 71.33%
3,574 $93,000
Q4 2024

Jan 21, 2025
BUY
$27.54 - $83.04 $52,133 - $157,194
1,893 Added 980.83%
2,086 $57,000
Q3 2024

Oct 10, 2024
BUY
$75.47 - $83.18 $14,339 - $15,804
190 Added 6333.33%
193 $16,000
Q1 2024

Apr 15, 2024
SELL
$72.89 - $81.43 $2,915 - $3,257
-40 Reduced 93.02%
3 $0
Q4 2023

Jan 10, 2024
SELL
$63.01 - $75.95 $26,968 - $32,506
-428 Reduced 90.87%
43 $3,000
Q3 2023

Oct 12, 2023
BUY
$66.75 - $73.98 $13,683 - $15,165
205 Added 77.07%
471 $31,000
Q2 2023

Jul 10, 2023
BUY
$65.29 - $71.03 $17,367 - $18,893
266 New
266 $18,000
Q4 2022

Jan 11, 2023
BUY
$61.05 - $69.94 $12,148 - $13,918
199 New
199 $0
Q2 2022

Jul 11, 2022
SELL
$60.91 - $76.4 $1,340 - $1,680
-22 Closed
0 $0
Q4 2021

Jan 13, 2022
BUY
$76.01 - $83.39 $1,672 - $1,834
22 New
22 $2,000
Q2 2021

Jul 13, 2021
SELL
$74.64 - $79.12 $4,179 - $4,430
-56 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$67.07 - $76.85 $3,755 - $4,303
56 New
56 $0
Q4 2020

Jan 11, 2021
SELL
$55.93 - $68.45 $1,789 - $2,190
-32 Closed
0 $0
Q3 2020

Oct 08, 2020
BUY
$51.99 - $58.83 $571 - $647
11 Added 52.38%
32 $2,000
Q2 2020

Jul 13, 2020
BUY
$39.01 - $57.03 $819 - $1,197
21 New
21 $1,000
Q1 2020

Apr 07, 2020
SELL
$35.83 - $62.24 $6,485 - $11,265
-181 Closed
0 $0
Q4 2019

Jan 06, 2020
BUY
$54.56 - $60.24 $9,875 - $10,903
181 New
181 $11,000

Others Institutions Holding SCHM

# of Institutions
1,026
Shares Held
285M
Call Options Held
45.7K
Put Options Held
5.3K
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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