Td Private Client Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025

A detailed history of Td Private Client Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Td Private Client Wealth LLC holds 18,182 shares of SCHM stock, worth $545,641. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,182
Previous 25,226 27.92%
Holding current value
$545,641
Previous $661 Million 22.83%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 15, 2025
SELL
$22.92 - $28.05 $161,448 - $197,584
-7,044 Reduced 27.92%
18,182 $510 Million
Q1 2025

Apr 29, 2025
BUY
$25.58 - $29.24 $38,063 - $43,509
1,488 Added 6.27%
25,226 $661 Million
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $649,585 - $1.96 Million
23,587 Added 15620.53%
23,738 $658 Million
Q3 2024

Nov 18, 2024
SELL
$75.47 - $83.18 $2,490 - $2,744
-33 Reduced 17.93%
151 $12.5 Million
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $13,926 - $14,938
184 New
184 $14.3 Million
Q1 2024

Aug 16, 2024
BUY
$72.89 - $81.43 $364 - $407
5 Added 2.44%
210 $17.1 Million
Q4 2023

Aug 16, 2024
BUY
$63.01 - $75.95 $12,917 - $15,569
205 New
205 $15.4 Million
Q4 2021

Aug 16, 2024
SELL
$76.01 - $83.39 $10,945 - $12,008
-144 Closed
0 $0
Q3 2021

Aug 16, 2024
SELL
$74.65 - $80.95 $2,986 - $3,238
-40 Reduced 21.74%
144 $11 Million
Q2 2021

Aug 16, 2024
SELL
$74.64 - $79.12 $32,169 - $34,100
-431 Reduced 74.96%
144 $11.3 Million
Q4 2019

Aug 16, 2024
BUY
$54.56 - $60.24 $21,332 - $23,553
391 Added 212.5%
575 $34.6 Million

Others Institutions Holding SCHM

# of Institutions
1,042
Shares Held
284M
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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