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

Unique Wealth, LLC

  • $716 Billion
  • Q4 2025

A detailed history of Unique Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Unique Wealth, LLC holds 7,237 shares of SCHM stock, worth $211,030. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,237
Previous 7,237 -0.0%
Holding current value
$211,030
Previous $215 Million 1.45%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 22, 2025
BUY
$22.92 - $28.05 $165,872 - $202,997
7,237 New
7,237 $203 Million
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $162,981 - $491,430
5,918 Added 200.0%
8,877 $246 Million
Q3 2024

Oct 03, 2024
SELL
$75.47 - $83.18 $46,715 - $51,488
-619 Reduced 17.3%
2,959 $246 Million
Q2 2023

Jul 21, 2023
BUY
$65.29 - $71.03 $233,607 - $254,145
3,578 New
3,578 $254 Million

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
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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