Cetera Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Cetera Advisors LLC

  • $0
  • Q1 2024

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $1.53 Million - $1.71 Million
20,974 Added 70.89%
50,560 $4.12 Million
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $216,691 - $261,192
3,439 Added 13.15%
29,586 $2.23 Million
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $70,888 - $78,566
1,062 Added 4.23%
26,147 $1.77 Million
Q2 2023

Aug 09, 2023
BUY
$65.29 - $71.03 $5,027 - $5,469
77 Added 0.31%
25,085 $1.78 Million
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $5,717 - $6,577
-89 Reduced 0.35%
25,008 $1.7 Million
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $801,586 - $918,312
13,130 Added 109.72%
25,097 $1.65 Million
Q3 2022

Nov 10, 2022
SELL
$60.5 - $72.51 $1,754 - $2,102
-29 Reduced 0.24%
11,967 $724,000
Q2 2022

Aug 11, 2022
SELL
$60.91 - $76.4 $1.53 Million - $1.92 Million
-25,113 Reduced 67.67%
11,996 $753,000
Q1 2022

May 12, 2022
BUY
$70.66 - $80.89 $107,049 - $122,548
1,515 Added 4.26%
37,109 $2.82 Million
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $1.76 Million - $1.93 Million
-23,176 Reduced 39.44%
35,594 $2.86 Million
Q3 2021

Nov 16, 2021
BUY
$74.65 - $80.95 $1.88 Million - $2.03 Million
25,130 Added 74.7%
58,770 $4.51 Million
Q2 2021

Aug 13, 2021
BUY
$74.64 - $79.12 $74,416 - $78,882
997 Added 3.05%
33,640 $2.63 Million
Q1 2021

May 17, 2021
SELL
$67.07 - $76.85 $160,833 - $184,286
-2,398 Reduced 6.84%
32,643 $2.43 Million
Q4 2020

Feb 17, 2021
SELL
$55.93 - $68.45 $66,109 - $80,907
-1,182 Reduced 3.26%
35,041 $2.39 Million
Q3 2020

Nov 13, 2020
SELL
$51.99 - $58.83 $35,353 - $40,004
-680 Reduced 1.84%
36,223 $2.01 Million
Q2 2020

Aug 13, 2020
BUY
$39.01 - $57.03 $63,898 - $93,415
1,638 Added 4.64%
36,903 $1.94 Million
Q1 2020

May 08, 2020
SELL
$35.83 - $62.24 $63,419 - $110,164
-1,770 Reduced 4.78%
35,265 $1.49 Million
Q4 2019

Feb 10, 2020
BUY
$54.56 - $60.24 $109,338 - $120,720
2,004 Added 5.72%
37,035 $2.23 Million
Q3 2019

Nov 06, 2019
BUY
$56.23 - $57.59 $218,341 - $223,621
3,883 Added 12.47%
35,031 $1.98 Million
Q2 2019

Aug 12, 2019
BUY
N/A
141 Added 0.45%
31,148 $1.78 Million
Q1 2019

May 06, 2019
BUY
N/A
3,740 Added 13.72%
31,007 $1.72 Million
Q4 2018

Feb 15, 2019
BUY
N/A
32 Added 0.12%
27,267 $1.31 Million
Q3 2018

Nov 14, 2018
BUY
N/A
20,759 Added 320.55%
27,235 $1.57 Million
Q2 2018

Aug 14, 2018
BUY
N/A
892 Added 15.97%
6,476 $354,000
Q1 2018

May 09, 2018
BUY
N/A
432 Added 8.39%
5,584 $293,000
Q4 2017

Feb 08, 2018
SELL
N/A
-577 Reduced 10.07%
5,152 $272,000
Q3 2017

Nov 16, 2017
BUY
N/A
946 Added 19.78%
5,729 $291,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,783
4,783 $231,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
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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