Tandem Investment Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Tandem Investment Partners LLC

  • $115 Billion
  • Q2 2025

A detailed history of Tandem Investment Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Tandem Investment Partners LLC holds 12,109 shares of SCHM stock, worth $349,829. This represents 0.3% of its overall portfolio holdings.

Number of Shares
12,109
Previous 12,103 0.05%
Holding current value
$349,829
Previous $317 Million 7.11%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Jul 22, 2025
BUY
$22.92 - $28.05 $137 - $168
6 Added 0.05%
12,109 $340 Million
Q1 2025

May 09, 2025
SELL
$25.58 - $29.24 $3,223 - $3,684
-126 Reduced 1.03%
12,103 $317 Million
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $336,786 - $1.02 Million
12,229 New
12,229 $339 Million

Others Institutions Holding SCHM

# of Institutions
1,023
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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