Trust Point Inc. Schwab Strategic U.S. Mid Cap Transaction History

Trust Point Inc.

$1.27 Trillion
Q4 2025

A detailed history of Trust Point Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Trust Point Inc. holds 293,483 shares of SCHM stock, worth $8.56 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

293,483

Previous 287,723 2.0%

Holding current value

$8.56 Million

Previous $8.53 Billion 3.48%

% of portfolio

0.7%

Previous 0.69%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$28.9 - $30.17 $166,464 - $173,779	5,760 Added 2.0%	293,483 $8.83 Billion
Q3 2025 Oct 10, 2025	SELL	$28.15 - $30.13 $157,105 - $168,155	-5,581 Reduced 1.9%	287,723 $8.53 Billion
Q2 2025 Jul 10, 2025	SELL	$22.92 - $28.05 $4.35 Million - $5.33 Million	-189,842 Reduced 39.29%	293,304 $8.23 Billion
Q1 2025 Apr 17, 2025	BUY	$25.58 - $29.24 $11,715 - $13,391	458 Added 0.09%	483,146 $12.7 Billion
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $7.07 Million - $21.3 Million	256,593 Added 113.49%	482,688 $13.4 Billion

Q3 2024 Oct 17, 2024	BUY	$75.47 - $83.18 $498,932 - $549,902	6,611 Added 3.01%	226,095 $18.8 Billion
Q2 2024 Jul 24, 2024	BUY	$75.69 - $81.19 $255,150 - $273,691	3,371 Added 1.56%	219,484 $17.1 Billion
Q1 2024 Apr 19, 2024	SELL	$72.89 - $81.43 $321,007 - $358,617	-4,404 Reduced 2.0%	216,113 $17.6 Billion
Q4 2023 Jan 23, 2024	BUY	$63.01 - $75.95 $13.9 Million - $16.7 Million	220,517 New	220,517 $16.6 Billion

Others Institutions Holding SCHM

# of Institutions

1,068

Shares Held

282M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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