Xy Planning Network, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Xy Planning Network, Inc.

  • $294 Billion
  • Q2 2025

A detailed history of Xy Planning Network, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Xy Planning Network, Inc. holds 11,664 shares of SCHM stock, worth $339,539. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,664
Previous 10,587 10.17%
Holding current value
$339,539
Previous $277 Million 17.95%
% of portfolio
0.11%
Previous 0.19%

Shares

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

Jul 16, 2025
BUY
$22.92 - $28.05 $24,684 - $30,209
1,077 Added 10.17%
11,664 $327 Million
Q1 2025

Apr 21, 2025
BUY
$25.58 - $29.24 $1,892 - $2,163
74 Added 0.7%
10,587 $277 Million
Q4 2024

Feb 26, 2025
BUY
$27.54 - $83.04 $289,528 - $872,999
10,513 New
10,513 $291 Million

Others Institutions Holding SCHM

# of Institutions
1,019
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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