Stephens Consulting, LLC Schwab Strategic U.S. Mid Cap Transaction History

Stephens Consulting, LLC

$292 Billion
Q3 2025

A detailed history of Stephens Consulting, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stephens Consulting, LLC holds 1,678 shares of SCHM stock, worth $49,433. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,678

Previous 1,898 11.59%

Holding current value

$49,433

Previous $53.2 Million 6.58%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$28.15 - $30.13 $6,193 - $6,628	-220 Reduced 11.59%	1,678 $49.7 Million
Q2 2025 Jul 25, 2025	BUY	$22.92 - $28.05 $1,833 - $2,244	80 Added 4.4%	1,898 $53.2 Million
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $33,378 - $100,644	1,212 Added 200.0%	1,818 $50.4 Million
Q2 2024 Jul 29, 2024	SELL	$75.69 - $81.19 $10,142 - $10,879	-134 Reduced 18.11%	606 $47.2 Million
Q1 2024 Apr 17, 2024	SELL	$72.89 - $81.43 $7,507 - $8,387	-103 Reduced 12.22%	740 $60.3 Million
Q4 2023 Feb 01, 2024	BUY	$63.01 - $75.95 $1,134 - $1,367	18 Added 2.18%	843 $63.5 Million
Q2 2023 Jul 20, 2023	BUY	$65.29 - $71.03 $1,109 - $1,207	17 Added 2.1%	825 $58.6 Million
Q3 2022 Jan 19, 2023	BUY	$60.5 - $72.51 $42,652 - $51,119	705 Added 684.47%	808 $48.9 Million
Q4 2021 Jan 19, 2023	BUY	$76.01 - $83.39 $7,829 - $8,589	103 New	103 $8.28 Million

Others Institutions Holding SCHM

# of Institutions

1,039

Shares Held

281M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Stephens Consulting, LLC Schwab Strategic U.S. Mid Cap Transaction History