Wj Financial Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Wj Financial Advisors LLC

  • $103 Billion
  • Q3 2025

A detailed history of Wj Financial Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wj Financial Advisors LLC holds 69,148 shares of SCHM stock, worth $2.04 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
69,148
Holding current value
$2.04 Million
% of portfolio
1.99%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$28.15 - $30.13 $1.95 Million - $2.08 Million
69,148 New
69,148 $2.05 Billion

Others Institutions Holding SCHM

# of Institutions
1,060
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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