Wbh Advisory Inc Schwab Strategic U.S. Mid Cap Transaction History

Wbh Advisory Inc

$1.24 Billion
Q3 2025

A detailed history of Wbh Advisory Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wbh Advisory Inc holds 73,718 shares of SCHM stock, worth $2.15 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

73,718

Previous 75,144 1.9%

Holding current value

$2.15 Million

Previous $2.11 Million 3.7%

% of portfolio

0.18%

Previous 0.18%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$28.15 - $30.13 $40,141 - $42,965	-1,426 Reduced 1.9%	73,718 $2.19 Million
Q2 2025 Jul 29, 2025	SELL	$22.92 - $28.05 $59,500 - $72,817	-2,596 Reduced 3.34%	75,144 $2.11 Million
Q1 2025 May 09, 2025	SELL	$25.58 - $29.24 $96,513 - $110,322	-3,773 Reduced 4.63%	77,740 $2.04 Million
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $1.49 Million - $4.5 Million	54,145 Added 197.84%	81,513 $2.26 Million
Q3 2024 Oct 15, 2024	BUY	$75.47 - $83.18 $62,187 - $68,540	824 Added 3.1%	27,368 $2.27 Million

Q2 2024 Jul 11, 2024	SELL	$75.69 - $81.19 $10,445 - $11,204	-138 Reduced 0.52%	26,544 $2.07 Million
Q1 2024 Apr 16, 2024	BUY	$72.89 - $81.43 $12,755 - $14,250	175 Added 0.66%	26,682 $2.17 Million
Q4 2023 Jan 09, 2024	SELL	$63.01 - $75.95 $92,057 - $110,962	-1,461 Reduced 5.22%	26,507 $2 Million
Q3 2023 Oct 10, 2023	BUY	$66.75 - $73.98 $74,493 - $82,561	1,116 Added 4.16%	27,968 $1.89 Million
Q2 2023 Jul 12, 2023	BUY	$65.29 - $71.03 $23,896 - $25,996	366 Added 1.38%	26,852 $1.91 Million
Q1 2023 Apr 20, 2023	SELL	$64.24 - $73.9 $538,845 - $619,873	-8,388 Reduced 24.05%	26,486 $1.8 Million
Q3 2022 Oct 18, 2022	BUY	$60.5 - $72.51 $140,723 - $168,658	2,326 Added 7.15%	34,874 $2.11 Million
Q2 2022 Jul 12, 2022	BUY	$60.91 - $76.4 $570,178 - $715,180	9,361 Added 40.37%	32,548 $2.07 Million
Q1 2022 Apr 29, 2022	SELL	$70.66 - $80.89 $134,183 - $153,610	-1,899 Reduced 7.57%	23,187 $0
Q4 2021 Jan 28, 2022	BUY	$76.01 - $83.39 $366,900 - $402,523	4,827 Added 23.83%	25,086 $2.02 Million
Q3 2021 Oct 25, 2021	BUY	$74.65 - $80.95 $104,733 - $113,572	1,403 Added 7.44%	20,259 $1.55 Million
Q2 2021 Jul 27, 2021	BUY	$74.64 - $79.12 $58,368 - $61,871	782 Added 4.33%	18,856 $1.47 Million
Q1 2021 Apr 19, 2021	BUY	$67.07 - $76.85 $32,528 - $37,272	485 Added 2.76%	18,074 $1.35 Million
Q4 2020 Jan 21, 2021	BUY	$55.93 - $68.45 $62,921 - $77,006	1,125 Added 6.83%	17,589 $1.27 Million
Q3 2020 Oct 27, 2020	BUY	$51.99 - $58.83 $204,944 - $231,907	3,942 Added 31.48%	16,464 $913,000
Q2 2020 Aug 05, 2020	BUY	$39.01 - $57.03 $2,730 - $3,992	70 Added 0.56%	12,522 $658,000
Q1 2020 May 07, 2020	SELL	$35.83 - $62.24 $141,277 - $245,412	-3,943 Reduced 24.05%	12,452 $525,000
Q4 2019 Jan 27, 2020	BUY	$54.56 - $60.24 $29,407 - $32,469	539 Added 3.4%	16,395 $986,000
Q3 2019 Oct 25, 2019	BUY	$56.23 - $57.59 $891,582 - $913,147	15,856 New	15,856 $896,000

Others Institutions Holding SCHM

# of Institutions

1,060

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Account