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

Independent Advisor Alliance

$2.95 Billion
Q1 2025

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 16,238 shares of SCHM stock, worth $439,237. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,238

Previous 107,603 84.91%

Holding current value

$439,237

Previous $2.98 Million 85.74%

% of portfolio

0.01%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$25.58 - $29.24 $2.34 Million - $2.67 Million	-91,365 Reduced 84.91%	16,238 $425,000
Q4 2024 Feb 07, 2025	BUY	$27.54 - $83.04 $2.84 Million - $8.58 Million	103,283 Added 2390.81%	107,603 $2.98 Million
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

1,003

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

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