A detailed history of Ulland Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 33,386 shares of SCHM stock, worth $974,871. This represents 2.03% of its overall portfolio holdings.

Number of Shares
33,386
Previous 34,800 4.06%
Holding current value
$974,871
Previous $2.71 Million 2.44%
% of portfolio
2.03%
Previous 1.88%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$75.47 - $83.18 $106,714 - $117,616
-1,414 Reduced 4.06%
33,386 $2.77 Million
Q2 2024

Jul 16, 2024

SELL
$75.69 - $81.19 $20,966 - $22,489
-277 Reduced 0.79%
34,800 $2.71 Million
Q1 2024

Apr 25, 2024

SELL
$72.89 - $81.43 $88,561 - $98,937
-1,215 Reduced 3.35%
35,077 $2.86 Million
Q4 2023

Jan 16, 2024

BUY
$63.01 - $75.95 $96,027 - $115,747
1,524 Added 4.38%
36,292 $2.73 Million
Q3 2023

Oct 23, 2023

BUY
$66.75 - $73.98 $33,241 - $36,842
498 Added 1.45%
34,768 $2.35 Million
Q2 2023

Jul 20, 2023

SELL
$65.29 - $71.03 $41,132 - $44,748
-630 Reduced 1.81%
34,270 $2.43 Million
Q1 2023

Apr 17, 2023

SELL
$64.24 - $73.9 $185,460 - $213,349
-2,887 Reduced 7.64%
34,900 $2.37 Million
Q4 2022

Jan 31, 2023

SELL
$61.05 - $69.94 $311,660 - $357,043
-5,105 Reduced 11.9%
37,787 $2.48 Million
Q3 2022

Oct 12, 2022

SELL
$60.5 - $72.51 $102,850 - $123,267
-1,700 Reduced 3.81%
42,892 $2.6 Million
Q2 2022

Jul 25, 2022

SELL
$60.91 - $76.4 $56,646 - $71,052
-930 Reduced 2.04%
44,592 $2.8 Million
Q1 2022

May 09, 2022

SELL
$70.66 - $80.89 $712,252 - $815,371
-10,080 Reduced 18.13%
45,522 $3.45 Million
Q4 2021

Feb 16, 2022

BUY
$76.01 - $83.39 $4.23 Million - $4.64 Million
55,602 New
55,602 $4.47 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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