Strategic Investment Solutions, Inc. /Il Schwab Strategic U.S. Mid Cap Transaction History

Strategic Investment Solutions, Inc. /Il

$331 Billion
Q2 2025

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 10,248 shares of SCHM stock, worth $290,530. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,248

Previous 10,549 2.85%

Holding current value

$290,530

Previous $276 Million 4.01%

% of portfolio

0.09%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$22.92 - $28.05 $6,898 - $8,443	-301 Reduced 2.85%	10,248 $287 Million
Q1 2025 May 09, 2025	SELL	$25.58 - $29.24 $5,141 - $5,877	-201 Reduced 1.87%	10,549 $276 Million
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $196,497 - $592,490	7,135 Added 197.37%	10,750 $298 Million
Q3 2024 Oct 23, 2024	SELL	$75.47 - $83.18 $32,225 - $35,517	-427 Reduced 10.56%	3,615 $300 Million
Q2 2024 Aug 29, 2024	BUY	$75.69 - $81.19 $21,874 - $23,463	289 Added 7.7%	4,042 $312 Million
Q4 2023 Feb 13, 2024	SELL	$63.01 - $75.95 $14.7 Million - $17.7 Million	-233,040 Reduced 98.42%	3,753 $283 Million
Q3 2023 Nov 14, 2023	BUY	$66.75 - $73.98 $15.6 Million - $17.2 Million	233,054 Added 6233.06%	236,793 $16.8 Billion
Q1 2023 May 15, 2023	BUY	$64.24 - $73.9 $256 - $295	4 Added 0.11%	3,739 $254 Million
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $228,021 - $261,225	3,735 New	3,735 $276 Million

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

Ticker SCHM
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Strategic Investment Solutions, Inc. /Il Schwab Strategic U.S. Mid Cap Transaction History