Wealth Group LTD Schwab Strategic U.S. Mid Cap Transaction History

Wealth Group LTD

$393 Billion
Q2 2025

A detailed history of Wealth Group LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealth Group LTD holds 107,176 shares of SCHM stock, worth $3.22 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

107,176

Previous 108,507 1.23%

Holding current value

$3.22 Million

Previous $2.84 Billion 5.73%

% of portfolio

0.77%

Previous 0.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$22.92 - $28.05 $30,506 - $37,334	-1,331 Reduced 1.23%	107,176 $3.01 Billion
Q1 2025 Apr 10, 2025	SELL	$25.58 - $29.24 $3,018 - $3,450	-118 Reduced 0.11%	108,507 $2.84 Billion
Q4 2024 Jan 08, 2025	BUY	$27.54 - $83.04 $1.99 Million - $6.01 Million	72,326 Added 199.25%	108,625 $3.01 Billion
Q3 2024 Oct 08, 2024	SELL	$75.47 - $83.18 $28,074 - $30,942	-372 Reduced 1.01%	36,299 $3.02 Billion
Q2 2024 Jul 09, 2024	SELL	$75.69 - $81.19 $12,564 - $13,477	-166 Reduced 0.45%	36,671 $2.85 Billion
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $17,202 - $19,217	-236 Reduced 0.64%	36,837 $2.94 Billion
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $2.34 Million - $2.82 Million	37,073 New	37,073 $2.76 Billion

Others Institutions Holding SCHM

# of Institutions

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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