United Advisor Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

United Advisor Group, LLC

  • $455 Million
  • Q1 2025

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, United Advisor Group, LLC holds 56,839 shares of SCHM stock, worth $1.55 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
56,839
Previous 48,397 17.44%
Holding current value
$1.55 Million
Previous $1.34 Million 11.04%
% of portfolio
0.33%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$25.58 - $29.24 $215,946 - $246,844
8,442 Added 17.44%
56,839 $1.49 Million
Q4 2024

Feb 24, 2025
BUY
$27.54 - $83.04 $1.33 Million - $4.02 Million
48,397 New
48,397 $1.34 Million

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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