Cambridge Investment Research Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Cambridge Investment Research Advisors, Inc.

$29.9 Billion
Q4 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 1,513,266 shares of SCHB stock, worth $34.7 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,513,266

Previous 605,384 149.97%

Holding current value

$34.7 Million

Previous $40.3 Million 14.7%

% of portfolio

0.11%

Previous 0.14%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $20 Million - $60.7 Million	907,882 Added 149.97%	1,513,266 $34.4 Million
Q3 2024 Oct 28, 2024	BUY	$59.93 - $66.52 $1.48 Million - $1.64 Million	24,626 Added 4.24%	605,384 $40.3 Million
Q2 2024 Jul 26, 2024	BUY	$57.57 - $63.3 $1.7 Million - $1.87 Million	29,465 Added 5.34%	580,758 $36.5 Million
Q1 2024 Apr 24, 2024	BUY	$54.61 - $61.05 $12.4 Million - $13.9 Million	227,929 Added 70.49%	551,293 $33.7 Million
Q4 2023 Feb 09, 2024	BUY	$47.61 - $55.91 $2.16 Million - $2.54 Million	45,393 Added 16.33%	323,364 $18 Million
Q3 2023 Oct 24, 2023	SELL	$49.59 - $53.57 $1.06 Million - $1.15 Million	-21,456 Reduced 7.17%	277,971 $13.9 Million
Q2 2023 Jul 13, 2023	BUY	$47.08 - $51.7 $563,265 - $618,538	11,964 Added 4.16%	299,427 $15.5 Million
Q1 2023 May 11, 2023	SELL	$44.47 - $49.23 $3.37 Million - $3.73 Million	-75,816 Reduced 20.87%	287,463 $13.8 Million
Q4 2022 Feb 08, 2023	BUY	$41.94 - $47.81 $678,798 - $773,804	16,185 Added 4.66%	363,279 $16.3 Million
Q3 2022 Oct 17, 2022	BUY	$41.99 - $50.63 $4.21 Million - $5.08 Million	100,335 Added 40.66%	347,094 $0
Q2 2022 Jul 13, 2022	SELL	$42.93 - $53.98 $963,864 - $1.21 Million	-22,452 Reduced 8.34%	246,759 $0
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $7.49 Million - $8.66 Million	152,345 Added 130.36%	269,211 $0
Q4 2021 Feb 03, 2022	SELL	$51.87 - $56.86 $1.05 Million - $1.16 Million	-20,315 Reduced 14.81%	116,866 $0
Q3 2021 Nov 02, 2021	BUY	$51.32 - $54.83 $155,807 - $166,463	3,036 Added 2.26%	137,181 $0
Q2 2021 Aug 10, 2021	BUY	$48.92 - $52.14 $210,062 - $223,889	4,294 Added 3.31%	134,145 $0
Q1 2021 May 07, 2021	BUY	$44.89 - $48.81 $2.16 Million - $2.35 Million	48,142 Added 58.92%	129,851 $0
Q4 2020 Feb 04, 2021	SELL	$39.03 - $45.5 $103,039 - $120,120	-2,640 Reduced 3.13%	81,709 $0
Q3 2020 Oct 29, 2020	SELL	$36.93 - $42.52 $1.28 Million - $1.47 Million	-34,564 Reduced 29.07%	84,349 $0
Q2 2020 Jul 27, 2020	SELL	$28.84 - $38.49 $53,065 - $70,821	-1,840 Reduced 1.52%	118,913 $0
Q1 2020 May 08, 2020	SELL	$26.18 - $40.44 $2.16 Million - $3.33 Million	-82,387 Reduced 40.56%	120,753 $0
Q4 2019 Feb 04, 2020	BUY	$34.47 - $38.58 $1.46 Million - $1.64 Million	42,450 Added 26.42%	203,140 $0
Q3 2019 Nov 06, 2019	BUY	$35.32 - $36.13 $917,825 - $938,874	25,986 Added 19.29%	160,690 $0
Q2 2019 Aug 15, 2019	BUY	N/A	9,428 Added 7.53%	134,704 $0
Q1 2019 May 08, 2019	SELL	N/A	-54,648 Reduced 30.37%	125,276 $0
Q4 2018 Feb 05, 2019	SELL	N/A	-22,922 Reduced 11.3%	179,924 $0
Q3 2018 Nov 02, 2018	BUY	N/A	38,261 Added 23.25%	202,846 $0
Q2 2018 Aug 10, 2018	BUY	N/A	5,745 Added 3.62%	164,585 $0
Q1 2018 May 09, 2018	SELL	N/A	-12,445 Reduced 7.27%	158,840 $0
Q4 2017 Feb 22, 2018	BUY	N/A	29,920 Added 21.17%	171,285 $0
Q3 2017 Nov 07, 2017	BUY	N/A	39,258 Added 38.45%	141,365 $8.61 Million
Q2 2017 Aug 08, 2017	BUY	N/A	102,107	102,107 $5.97 Million

Others Institutions Holding SCHB

# of Institutions

1,265

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Cambridge Investment Research Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History