High Tower Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

High Tower Advisors, LLC

  • $61.2 Billion
  • Q1 2024

A detailed history of High Tower Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, High Tower Advisors, LLC holds 3,693,867 shares of SCHM stock, worth $287 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
3,693,867
Previous 3,635,515 1.61%
Holding current value
$287 Million
Previous $274 Million 9.85%
% of portfolio
0.49%
Previous 0.46%

Shares

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

May 06, 2024
BUY
$72.89 - $81.43 $4.25 Million - $4.75 Million
58,352 Added 1.61%
3,693,867 $301 Million
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $3.74 Million - $4.5 Million
59,301 Added 1.66%
3,635,515 $274 Million
Q3 2023

Nov 08, 2023
BUY
$66.75 - $73.98 $7.97 Million - $8.83 Million
119,381 Added 3.45%
3,576,214 $242 Million
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $4.65 Million - $5.06 Million
71,247 Added 2.1%
3,456,833 $246 Million
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $28 Million - $32.2 Million
435,368 Added 14.76%
3,385,586 $230 Million
Q4 2022

Feb 08, 2023
BUY
$64.3 - $69.94 $10.8 Million - $11.7 Million
167,285 Added 6.01%
2,950,218 $194 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-682,583 Reduced 19.7%
2,782,933 $168 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-118,981 Reduced 3.32%
3,465,516 $217 Million
Q1 2022

May 12, 2022
BUY
N/A
268,311 Added 8.09%
3,584,497 $272 Million
Q4 2021

Feb 10, 2022
BUY
N/A
873,149 Added 35.74%
3,316,186 $267 Million
Q3 2021

Nov 12, 2021
BUY
N/A
86,756 Added 3.68%
2,443,037 $187 Million
Q2 2021

Aug 06, 2021
BUY
N/A
50,894 Added 2.21%
2,356,281 $184 Million
Q1 2021

May 10, 2021
BUY
N/A
80,682 Added 3.63%
2,305,387 $172 Million
Q4 2020

Feb 10, 2021
BUY
N/A
699,084 Added 45.82%
2,224,705 $152 Million
Q3 2020

Nov 13, 2020
BUY
N/A
21,672 Added 1.44%
1,525,621 $84.6 Million
Q2 2020

Aug 10, 2020
BUY
N/A
336,289 Added 28.8%
1,503,949 $79.2 Million
Q1 2020

May 21, 2020
BUY
N/A
681,273 Added 140.07%
1,167,660 $49.2 Million
Q4 2019

Feb 14, 2020
BUY
N/A
17,401 Added 3.71%
486,387 $29.3 Million
Q3 2019

Nov 12, 2019
BUY
N/A
32,940 Added 7.55%
468,986 $26.5 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-15,763 Reduced 3.49%
436,046 $24.9 Million
Q1 2019

May 15, 2019
BUY
N/A
31,705 Added 7.55%
451,809 $25 Million
Q4 2018

Feb 14, 2019
BUY
N/A
245,190 Added 140.18%
420,104 $20.1 Million
Q3 2018

Nov 09, 2018
BUY
N/A
7,162 Added 4.27%
174,914 $10.1 Million
Q2 2018

Aug 14, 2018
BUY
N/A
2,084 Added 1.26%
167,752 $9.21 Million
Q1 2018

May 15, 2018
BUY
N/A
25,439 Added 18.14%
165,668 $8.76 Million
Q4 2017

Feb 14, 2018
BUY
N/A
19,657 Added 16.3%
140,229 $7.47 Million
Q3 2017

Nov 14, 2017
BUY
N/A
1,866 Added 1.57%
120,572 $6.06 Million
Q2 2017

Aug 14, 2017
BUY
N/A
118,706
118,706 $5.7 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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