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

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 60,961 shares of SCHM stock, worth $1.8 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
60,961
Previous 78,908 22.74%
Holding current value
$1.8 Million
Previous $2.07 Billion 17.29%
% of portfolio
0.56%
Previous 0.74%

Shares

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

Aug 11, 2025
SELL
$22.92 - $28.05 $411,345 - $503,413
-17,947 Reduced 22.74%
60,961 $1.71 Billion
Q1 2025

May 05, 2025
SELL
$25.58 - $29.24 $32,588 - $37,251
-1,274 Reduced 1.59%
78,908 $2.07 Billion
Q4 2024

Feb 10, 2025
BUY
$27.54 - $83.04 $2.21 Million - $6.66 Million
80,182 New
80,182 $2.22 Billion

Others Institutions Holding SCHM

# of Institutions
1,041
Shares Held
281M
Call Options Held
9.4K
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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