Cambridge Investment Research Advisors, Inc. Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 704,399 shares of SCHM stock, worth $18.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
704,399
Previous 236,900 197.34%
Holding current value
$18.4 Million
Previous $19.7 Million 0.84%
% of portfolio
0.07%
Previous 0.07%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $12.9 Million - $38.8 Million
467,499 Added 197.34%
704,399 $19.5 Million
Q3 2024

Oct 28, 2024
BUY
$75.47 - $83.18 $1.47 Million - $1.62 Million
19,515 Added 8.98%
236,900 $19.7 Million
Q2 2024

Jul 26, 2024
SELL
$75.69 - $81.19 $1.07 Million - $1.15 Million
-14,193 Reduced 6.13%
217,385 $16.9 Million
Q1 2024

Apr 24, 2024
BUY
$72.89 - $81.43 $642,015 - $717,235
8,808 Added 3.95%
231,578 $18.9 Million
Q4 2023

Feb 09, 2024
SELL
$63.01 - $75.95 $390,598 - $470,814
-6,199 Reduced 2.71%
222,770 $16.8 Million
Q3 2023

Oct 24, 2023
BUY
$66.75 - $73.98 $1.42 Million - $1.57 Million
21,263 Added 10.24%
228,969 $15.5 Million
Q2 2023

Jul 13, 2023
BUY
$65.29 - $71.03 $846,354 - $920,761
12,963 Added 6.66%
207,706 $14.8 Million
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $69,250 - $79,664
1,078 Added 0.56%
194,743 $13.2 Million
Q4 2022

Feb 08, 2023
BUY
$61.05 - $69.94 $742,856 - $851,029
12,168 Added 6.7%
193,665 $12.7 Million
Q3 2022

Oct 17, 2022
BUY
$60.5 - $72.51 $188,820 - $226,303
3,121 Added 1.75%
181,497 $0
Q2 2022

Jul 13, 2022
BUY
$60.91 - $76.4 $40,992 - $51,417
673 Added 0.38%
178,376 $0
Q1 2022

May 12, 2022
SELL
$70.66 - $80.89 $2.36 Million - $2.7 Million
-33,423 Reduced 15.83%
177,703 $0
Q4 2021

Feb 03, 2022
SELL
$76.01 - $83.39 $1.47 Million - $1.62 Million
-19,400 Reduced 8.42%
211,126 $0
Q3 2021

Nov 02, 2021
SELL
$74.65 - $80.95 $356,677 - $386,779
-4,778 Reduced 2.03%
230,526 $0
Q2 2021

Aug 10, 2021
BUY
$74.64 - $79.12 $1.37 Million - $1.45 Million
18,315 Added 8.44%
235,304 $0
Q1 2021

May 07, 2021
BUY
$67.07 - $76.85 $742,531 - $850,806
11,071 Added 5.38%
216,989 $0
Q4 2020

Feb 04, 2021
BUY
$55.93 - $68.45 $2.97 Million - $3.63 Million
53,040 Added 34.69%
205,918 $0
Q3 2020

Oct 29, 2020
SELL
$51.99 - $58.83 $6.53 Million - $7.38 Million
-125,530 Reduced 45.09%
152,878 $0
Q2 2020

Jul 27, 2020
SELL
$39.01 - $57.03 $830,327 - $1.21 Million
-21,285 Reduced 7.1%
278,408 $0
Q1 2020

May 08, 2020
SELL
$35.83 - $62.24 $8.7 Million - $15.1 Million
-242,767 Reduced 44.75%
299,693 $0
Q4 2019

Feb 04, 2020
BUY
$54.56 - $60.24 $940,668 - $1.04 Million
17,241 Added 3.28%
542,460 $0
Q3 2019

Nov 06, 2019
BUY
$56.23 - $57.59 $132,702 - $135,912
2,360 Added 0.45%
525,219 $0
Q3 2019

Oct 28, 2019
SELL
$56.23 - $57.59 $24,347 - $24,936
-433 Reduced 0.08%
522,859 $0
Q2 2019

Aug 15, 2019
SELL
N/A
-4,134 Reduced 0.78%
523,292 $0
Q1 2019

May 08, 2019
BUY
N/A
36,288 Added 7.39%
527,426 $0
Q4 2018

Feb 05, 2019
SELL
N/A
-37,114 Reduced 7.03%
491,138 $0
Q3 2018

Nov 02, 2018
BUY
N/A
20,800 Added 4.1%
528,252 $0
Q2 2018

Aug 10, 2018
BUY
N/A
35,219 Added 7.46%
507,452 $0
Q1 2018

May 09, 2018
BUY
N/A
160,968 Added 51.71%
472,233 $0
Q4 2017

Feb 22, 2018
BUY
N/A
23,318 Added 8.1%
311,265 $0
Q3 2017

Nov 07, 2017
BUY
N/A
54,445 Added 23.32%
287,947 $14.4 Million
Q2 2017

Aug 08, 2017
BUY
N/A
233,502
233,502 $11.2 Million

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
276M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email