Winnow Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History

Winnow Wealth LLC

$128 Billion
Q3 2025

A detailed history of Winnow Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Winnow Wealth LLC holds 143 shares of SCHM stock, worth $4,267. This represents 0.0% of its overall portfolio holdings.

Number of Shares

143

Holding current value

$4,267

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$28.15 - $30.13 $4,025 - $4,308	143 New	143 $4.29 Million
Q2 2025 Aug 12, 2025	SELL	$22.92 - $28.05 $3,254 - $3,983	-142 Closed	0 $0
Q1 2025 Aug 26, 2025	BUY	$25.58 - $29.24 $3,632 - $4,152	142 New	142 $3.71 Million
Q4 2024 Aug 21, 2025	BUY	$27.54 - $83.04 $3,910 - $11,791	142 New	142 $3.91 Million

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

9.4K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$1.8 Billion
3.39% of portfolio
Creative Planning Overland Park, KS

29.6M
Shares

$883 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$322 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.3M
Shares

$307 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

9.47M
Shares

$282 Million
3.22% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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