Strategic Family Wealth Counselors, L.L.C. Schwab Strategic U.S. Mid Cap Transaction History

Strategic Family Wealth Counselors, L.L.C.

$332 Million
Q2 2025

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 350,577 shares of SCHM stock, worth $9.94 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

350,577

Previous 353,307 0.77%

Holding current value

$9.94 Million

Previous $9.26 Million 6.23%

% of portfolio

2.96%

Previous 3.18%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$22.92 - $28.05 $62,571 - $76,576	-2,730 Reduced 0.77%	350,577 $9.83 Million
Q1 2025 May 08, 2025	BUY	$25.58 - $29.24 $84,695 - $96,813	3,311 Added 0.95%	353,307 $9.26 Million
Q4 2024 Feb 06, 2025	BUY	$27.54 - $83.04 $6.52 Million - $19.7 Million	236,764 Added 209.1%	349,996 $9.7 Million
Q3 2024 Oct 31, 2024	BUY	$75.47 - $83.18 $202,259 - $222,922	2,680 Added 2.42%	113,232 $9.41 Million
Q2 2024 Aug 14, 2024	BUY	$75.69 - $81.19 $348,628 - $373,961	4,606 Added 4.35%	110,552 $8.6 Million
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $404,102 - $451,447	5,544 Added 5.52%	105,946 $8.63 Million
Q4 2023 Jan 29, 2024	BUY	$63.01 - $75.95 $161,620 - $194,811	2,565 Added 2.62%	100,402 $7.56 Million
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $87,642 - $97,135	1,313 Added 1.36%	97,837 $6.62 Million
Q2 2023 Aug 10, 2023	BUY	$65.29 - $71.03 $50,273 - $54,693	770 Added 0.8%	96,524 $6.86 Million
Q1 2023 May 15, 2023	SELL	$64.24 - $73.9 $46,573 - $53,577	-725 Reduced 0.75%	95,754 $6.5 Million
Q4 2022 Jan 25, 2023	SELL	$61.05 - $69.94 $428,021 - $490,349	-7,011 Reduced 6.77%	96,479 $0
Q3 2022 Nov 10, 2022	BUY	$60.5 - $72.51 $86,333 - $103,471	1,427 Added 1.4%	103,490 $6.26 Million
Q2 2022 Aug 11, 2022	BUY	$60.91 - $76.4 $265,019 - $332,416	4,351 Added 4.45%	102,063 $6.4 Million
Q1 2022 May 04, 2022	BUY	$70.66 - $80.89 $107,685 - $123,276	1,524 Added 1.58%	97,712 $7.41 Million
Q4 2021 Feb 08, 2022	SELL	$76.01 - $83.39 $81,178 - $89,060	-1,068 Reduced 1.1%	96,188 $7.74 Million
Q3 2021 Nov 09, 2021	BUY	$74.65 - $80.95 $542,556 - $588,344	7,268 Added 8.08%	97,256 $7.46 Million
Q2 2021 Jul 29, 2021	BUY	$74.64 - $79.12 $555,918 - $589,285	7,448 Added 9.02%	89,988 $7.04 Million
Q1 2021 May 10, 2021	BUY	$67.07 - $76.85 $311,204 - $356,584	4,640 Added 5.96%	82,540 $6.14 Million
Q4 2020 Feb 16, 2021	BUY	$55.93 - $68.45 $287,368 - $351,696	5,138 Added 7.06%	77,900 $5.31 Million
Q3 2020 Oct 26, 2020	BUY	$51.99 - $58.83 $405,522 - $458,874	7,800 Added 12.01%	72,762 $4.04 Million
Q2 2020 Jul 13, 2020	SELL	$39.01 - $57.03 $272,172 - $397,898	-6,977 Reduced 9.7%	64,962 $3.42 Million
Q1 2020 Apr 16, 2020	BUY	$35.83 - $62.24 $283,343 - $492,193	7,908 Added 12.35%	71,939 $3.03 Million
Q4 2019 Jan 17, 2020	BUY	$54.56 - $60.24 $89,587 - $98,914	1,642 Added 2.63%	64,031 $3.85 Million
Q3 2019 Oct 17, 2019	BUY	$56.23 - $57.59 $161,661 - $165,571	2,875 Added 4.83%	62,389 $3.53 Million
Q2 2019 Jul 17, 2019	BUY	N/A	1,728 Added 2.99%	59,514 $3.4 Million
Q1 2019 Apr 26, 2019	BUY	N/A	15,858 Added 37.82%	57,786 $3.2 Million
Q4 2018 Jan 18, 2019	BUY	N/A	41,928 New	41,928 $2.01 Million

Others Institutions Holding SCHM

# of Institutions

1,027

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Strategic Family Wealth Counselors, L.L.C. Schwab Strategic U.S. Mid Cap Transaction History