Summit Financial Strategies, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Summit Financial Strategies, Inc.

  • $998 Million
  • Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,813,315 shares of SCHM stock, worth $51.4 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares
1,813,315
Previous 1,886,684 3.89%
Holding current value
$51.4 Million
Previous $49.4 Million 2.9%
% of portfolio
5.09%
Previous 5.41%

Shares

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

Jul 17, 2025
SELL
$22.92 - $28.05 $1.68 Million - $2.06 Million
-73,369 Reduced 3.89%
1,813,315 $50.9 Million
Q1 2025

May 12, 2025
SELL
$25.58 - $29.24 $1.36 Million - $1.56 Million
-53,314 Reduced 2.75%
1,886,684 $49.4 Million
Q4 2024

Jan 22, 2025
BUY
$27.54 - $83.04 $35.3 Million - $106 Million
1,282,163 Added 194.91%
1,939,998 $53.8 Million
Q3 2024

Oct 16, 2024
BUY
$75.47 - $83.18 $1.19 Million - $1.31 Million
15,719 Added 2.45%
657,835 $54.7 Million
Q2 2024

Jul 19, 2024
BUY
$75.69 - $81.19 $1.87 Million - $2.01 Million
24,708 Added 4.0%
642,116 $50 Million
Q1 2024

May 09, 2024
BUY
$72.89 - $81.43 $735,095 - $821,221
10,085 Added 1.66%
617,408 $50.3 Million
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $1.33 Million - $1.6 Million
21,030 Added 3.59%
607,323 $45.7 Million
Q3 2023

Oct 24, 2023
BUY
$66.75 - $73.98 $1.17 Million - $1.3 Million
17,525 Added 3.08%
586,293 $39.7 Million
Q2 2023

Jul 21, 2023
BUY
$65.29 - $71.03 $1.66 Million - $1.81 Million
25,460 Added 4.69%
568,768 $40.4 Million
Q1 2023

Apr 21, 2023
BUY
$64.24 - $73.9 $4.07 Million - $4.68 Million
63,311 Added 13.19%
543,308 $36.9 Million
Q4 2022

Jan 20, 2023
BUY
$61.05 - $69.94 $1.37 Million - $1.57 Million
22,471 Added 4.91%
479,997 $0
Q3 2022

Oct 21, 2022
BUY
$60.5 - $72.51 $2.28 Million - $2.73 Million
37,680 Added 8.97%
457,526 $27.7 Million
Q2 2022

Jul 25, 2022
BUY
$60.91 - $76.4 $358,638 - $449,843
5,888 Added 1.42%
419,846 $26.3 Million
Q1 2022

May 04, 2022
BUY
$70.66 - $80.89 $105,778 - $121,092
1,497 Added 0.36%
413,958 $31.4 Million
Q4 2021

Feb 03, 2022
BUY
$76.01 - $83.39 $1.72 Million - $1.89 Million
22,682 Added 5.82%
412,461 $33.2 Million
Q3 2021

Nov 10, 2021
BUY
$74.65 - $80.95 $1.78 Million - $1.93 Million
23,851 Added 6.52%
389,779 $29.9 Million
Q2 2021

Aug 11, 2021
BUY
$74.64 - $79.12 $5.36 Million - $5.68 Million
71,766 Added 24.4%
365,928 $28.6 Million
Q1 2021

May 11, 2021
BUY
$67.07 - $76.85 $2.62 Million - $3 Million
39,078 Added 15.32%
294,162 $21.8 Million
Q4 2020

Feb 05, 2021
SELL
$55.93 - $68.45 $128,750 - $157,571
-2,302 Reduced 0.89%
255,084 $17.4 Million
Q3 2020

Nov 16, 2020
BUY
$51.99 - $58.83 $194,390 - $219,965
3,739 Added 1.47%
257,386 $14.3 Million
Q2 2020

Jul 31, 2020
SELL
$39.01 - $57.03 $418,577 - $611,931
-10,730 Reduced 4.06%
253,647 $13.3 Million
Q1 2020

May 11, 2020
SELL
$35.83 - $62.24 $110,822 - $192,508
-3,093 Reduced 1.16%
264,377 $11.1 Million
Q4 2019

Feb 11, 2020
BUY
$54.56 - $60.24 $307,827 - $339,874
5,642 Added 2.15%
267,470 $16.1 Million
Q3 2019

Nov 14, 2019
BUY
$56.23 - $57.59 $411,940 - $421,904
7,326 Added 2.88%
261,828 $14.8 Million
Q2 2019

Aug 08, 2019
BUY
N/A
5,984 Added 2.41%
254,502 $14.5 Million
Q1 2019

May 14, 2019
BUY
N/A
15,151 Added 6.49%
248,518 $13.8 Million
Q4 2018

Feb 06, 2019
BUY
N/A
11,230 Added 5.06%
233,367 $11.2 Million
Q3 2018

Nov 09, 2018
BUY
N/A
6,402 Added 2.97%
222,137 $12.8 Million
Q2 2018

Aug 06, 2018
BUY
N/A
34,284 Added 18.89%
215,735 $11.8 Million
Q1 2018

May 14, 2018
BUY
N/A
18,160 Added 11.12%
181,451 $9.6 Million
Q4 2017

Jan 29, 2018
BUY
N/A
9,339 Added 6.07%
163,291 $8.7 Million
Q3 2017

Nov 09, 2017
BUY
N/A
153,952
153,952 $7.72 Million

Others Institutions Holding SCHM

# of Institutions
1,032
Shares Held
283M
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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