Hudock, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Hudock, Inc.

$578 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$60.5 - $72.51 $363 - $435	6 Added 0.43%	1,388 $84,000
Q2 2022 Aug 02, 2022	BUY	$60.91 - $76.4 $365 - $458	6 Added 0.44%	1,382 $86,000
Q1 2022 May 02, 2022	SELL	$70.66 - $80.89 $1.08 Million - $1.24 Million	-15,296 Reduced 91.75%	1,376 $104,000
Q4 2021 Jan 19, 2022	BUY	$76.01 - $83.39 $4,028 - $4,419	53 Added 0.32%	16,672 $1.34 Million
Q3 2021 Nov 09, 2021	SELL	$74.65 - $80.95 $10,525 - $11,413	-141 Reduced 0.84%	16,619 $1.27 Million
Q2 2021 Aug 09, 2021	BUY	$74.64 - $79.12 $3,060 - $3,243	41 Added 0.25%	16,760 $1.31 Million
Q1 2021 Apr 26, 2021	SELL	$67.07 - $76.85 $190,612 - $218,407	-2,842 Reduced 14.53%	16,719 $1.24 Million
Q4 2020 Feb 05, 2021	SELL	$55.93 - $68.45 $1,845 - $2,258	-33 Reduced 0.17%	19,561 $1.33 Million
Q3 2020 Oct 23, 2020	SELL	$51.99 - $58.83 $14,349 - $16,237	-276 Reduced 1.39%	19,594 $1.09 Million
Q2 2020 Aug 11, 2020	SELL	$39.01 - $57.03 $773,490 - $1.13 Million	-19,828 Reduced 49.95%	19,870 $1.05 Million
Q1 2020 Apr 27, 2020	BUY	$35.83 - $62.24 $78,503 - $136,367	2,191 Added 5.84%	39,698 $1.67 Million
Q4 2019 Jan 21, 2020	SELL	$54.56 - $60.24 $22,806 - $25,180	-418 Reduced 1.1%	37,507 $2.26 Million
Q3 2019 Oct 31, 2019	BUY	$56.23 - $57.59 $9,727 - $9,963	173 Added 0.46%	37,925 $2.14 Million
Q2 2019 Jul 30, 2019	BUY	N/A	21,310 Added 129.61%	37,752 $2.16 Million
Q1 2019 Apr 23, 2019	BUY	N/A	1,146 Added 7.49%	16,442 $910,000
Q4 2018 Jan 29, 2019	BUY	N/A	338 Added 2.26%	15,296 $726,000
Q3 2018 Oct 16, 2018	BUY	N/A	14,726 Added 6347.41%	14,958 $865,000
Q4 2017 Jan 30, 2018	BUY	N/A	232	232 $12,000

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$723 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.9 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.1 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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