Independent Advisor Alliance Schwab Strategic U.S. Mid Cap Transaction History

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024

A detailed history of Independent Advisor Alliance transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Independent Advisor Alliance holds 4,320 shares of SCHM stock, worth $120,484. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,320
Previous 6,678 35.31%
Holding current value
$120,484
Previous $519,000 31.02%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$75.47 - $83.18 $177,958 - $196,138
-2,358 Reduced 35.31%
4,320 $358,000
Q2 2024

Aug 12, 2024
SELL
$75.69 - $81.19 $37,466 - $40,189
-495 Reduced 6.9%
6,678 $519,000
Q1 2024

May 08, 2024
BUY
$72.89 - $81.43 $106,492 - $118,969
1,461 Added 25.58%
7,173 $584,000
Q4 2023

Feb 08, 2024
SELL
$63.01 - $75.95 $18,650 - $22,481
-296 Reduced 4.93%
5,712 $430,000
Q3 2023

Oct 24, 2023
SELL
$66.75 - $73.98 $62,211 - $68,949
-932 Reduced 13.43%
6,008 $406,000
Q2 2023

Jul 28, 2023
SELL
$65.29 - $71.03 $55,300 - $60,162
-847 Reduced 10.88%
6,940 $492,000
Q1 2023

May 12, 2023
SELL
$64.24 - $73.9 $16,830 - $19,361
-262 Reduced 3.26%
7,787 $528,000
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $21,123 - $24,199
346 Added 4.49%
8,049 $528,000
Q3 2022

Nov 04, 2022
BUY
$60.5 - $72.51 $466,031 - $558,544
7,703 New
7,703 $466,000
Q1 2020

May 14, 2020
SELL
$35.83 - $62.24 $1.85 Million - $3.22 Million
-51,730 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$54.56 - $60.24 $2.82 Million - $3.12 Million
51,730 New
51,730 $3.11 Million

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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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