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

Xy Planning Network, Inc.

  • $294 Billion
  • Q3 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 $340,122. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,664
Previous 11,664 -0.0%
Holding current value
$340,122
Previous $327 Million -0.0%
% of portfolio
0.11%
Previous 0.11%

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
1,059
Shares Held
281M
Call Options Held
8.7K
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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