Alpha Cubed Investments, LLC Schwab Strategic U.S. Mid Cap Transaction History

Alpha Cubed Investments, LLC

  • $2.24 Billion
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$66.75 - $73.98 $15,886 - $17,607
-238 Reduced 2.36%
9,850 $666,000
Q2 2023

Jul 20, 2023
SELL
$65.29 - $71.03 $71,100 - $77,351
-1,089 Reduced 9.74%
10,088 $716,000
Q1 2023

Apr 26, 2023
BUY
$64.24 - $73.9 $85,246 - $98,065
1,327 Added 13.47%
11,177 $758,000
Q3 2022

Nov 03, 2022
SELL
$60.5 - $72.51 $43,318 - $51,917
-716 Reduced 6.78%
9,850 $596,000
Q2 2022

Jul 22, 2022
BUY
$60.91 - $76.4 $41,114 - $51,570
675 Added 6.82%
10,566 $663,000
Q1 2022

Apr 22, 2022
SELL
$70.66 - $80.89 $13,284 - $15,207
-188 Reduced 1.87%
9,891 $750,000
Q4 2021

Jan 19, 2022
BUY
$76.01 - $83.39 $14,289 - $15,677
188 Added 1.9%
10,079 $811,000
Q2 2021

Jul 20, 2021
BUY
$74.64 - $79.12 $3,060 - $3,243
41 Added 0.42%
9,891 $774,000
Q3 2020

Oct 14, 2020
SELL
$51.99 - $58.83 $12,321 - $13,942
-237 Reduced 2.35%
9,850 $546,000
Q2 2020

Jul 13, 2020
BUY
$39.01 - $57.03 $393,493 - $575,261
10,087 New
10,087 $531,000

Others Institutions Holding SCHM

# of Institutions
932
Shares Held
95.7M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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