Transform Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Transform Wealth, LLC holds 67,830 shares of SCHM stock, worth $1.82 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

67,830

Previous 95,663 29.09%

Holding current value

$1.82 Million

Previous $2.65 Million 33.02%

% of portfolio

0.11%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$25.58 - $29.24 $711,968 - $813,836	-27,833 Reduced 29.09%	67,830 $1.78 Million
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $1.71 Million - $5.14 Million	61,936 Added 183.64%	95,663 $2.65 Million
Q3 2024 Oct 15, 2024	SELL	$75.47 - $83.18 $92,677 - $102,145	-1,228 Reduced 3.51%	33,727 $2.8 Million
Q2 2024 Jul 15, 2024	BUY	$75.69 - $81.19 $342,345 - $367,222	4,523 Added 14.86%	34,955 $2.72 Million
Q1 2024 Apr 15, 2024	BUY	$72.89 - $81.43 $32,508 - $36,317	446 Added 1.49%	30,432 $2.48 Million
Q4 2023 Jan 18, 2024	SELL	$63.01 - $75.95 $21,864 - $26,354	-347 Reduced 1.14%	29,986 $2.26 Million
Q3 2023 Oct 10, 2023	SELL	$66.75 - $73.98 $1.81 Million - $2 Million	-27,087 Reduced 47.17%	30,333 $2.05 Million
Q2 2023 Jul 13, 2023	SELL	$65.29 - $71.03 $60,719 - $66,057	-930 Reduced 1.59%	57,420 $4.08 Million
Q1 2023 Apr 14, 2023	BUY	$64.24 - $73.9 $1.84 Million - $2.12 Million	28,715 Added 96.9%	58,350 $3.96 Million
Q4 2022 Jan 12, 2023	BUY	$61.05 - $69.94 $1.81 Million - $2.07 Million	29,635 New	29,635 $0
Q1 2020 Apr 30, 2020	SELL	$35.83 - $62.24 $473,529 - $822,563	-13,216 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$54.56 - $60.24 $176,174 - $194,514	-3,229 Reduced 19.64%	13,216 $795,000
Q3 2019 Oct 24, 2019	SELL	$56.23 - $57.59 $296,894 - $304,075	-5,280 Reduced 24.3%	16,445 $930,000
Q2 2019 Jul 30, 2019	SELL	N/A	-6,861 Reduced 24.0%	21,725 $1.24 Million
Q1 2019 Apr 12, 2019	SELL	N/A	-2,081 Reduced 6.79%	28,586 $1.58 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-272 Reduced 0.88%	30,667 $1.77 Million
Q2 2018 Aug 03, 2018	SELL	N/A	-1,318 Reduced 4.09%	30,939 $1.7 Million
Q1 2018 May 03, 2018	BUY	N/A	415 Added 1.3%	32,257 $1.71 Million
Q4 2017 Feb 08, 2018	BUY	N/A	26 Added 0.08%	31,842 $1.7 Million
Q3 2017 Oct 19, 2017	BUY	N/A	31,816	31,816 $1.59 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

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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Transform Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History