Stratos Wealth Partners, Ltd. Schwab Strategic U.S. Mid Cap Transaction History

Stratos Wealth Partners, Ltd.

  • $7.06 Billion
  • Q2 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 17,962 shares of SCHM stock, worth $529,160. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,962
Previous 17,949 0.07%
Holding current value
$529,160
Previous $470,000 7.02%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 29, 2025
BUY
$22.92 - $28.05 $297 - $364
13 Added 0.07%
17,962 $503,000
Q1 2025

Apr 30, 2025
BUY
$25.58 - $29.24 $29,877 - $34,152
1,168 Added 6.96%
17,949 $470,000
Q4 2024

Jan 27, 2025
BUY
$27.54 - $83.04 $462,148 - $1.39 Million
16,781 New
16,781 $465,000
Q3 2019

Nov 12, 2019
BUY
$56.23 - $57.59 $9,053 - $9,271
161 New
161 $1.17 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-1,887 Closed
0 $0
Q3 2018

Nov 02, 2018
BUY
N/A
1,887 New
1,887 $109,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,960 Closed
0 $0
Q1 2018

May 10, 2018
SELL
N/A
-499 Reduced 20.29%
1,960 $104,000
Q4 2017

Feb 09, 2018
BUY
N/A
2,459
2,459 $131,000

Others Institutions Holding SCHM

# of Institutions
1,039
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
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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