Integrated Advisors Network LLC Schwab Strategic U.S. Mid Cap Transaction History

Integrated Advisors Network LLC

  • $1.93 Billion
  • Q1 2025

A detailed history of Integrated Advisors Network LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Integrated Advisors Network LLC holds 55,929 shares of SCHM stock, worth $1.63 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
55,929
Previous 55,824 0.19%
Holding current value
$1.63 Million
Previous $1.55 Million 5.37%
% of portfolio
0.08%
Previous 0.08%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$25.58 - $29.24 $2,685 - $3,070
105 Added 0.19%
55,929 $1.46 Million
Q4 2024

Feb 25, 2025
BUY
$27.54 - $83.04 $1.03 Million - $3.1 Million
37,335 Added 201.93%
55,824 $1.55 Million
Q3 2024

Oct 24, 2024
SELL
$75.47 - $83.18 $4,603 - $5,073
-61 Reduced 0.33%
18,489 $1.54 Million
Q2 2024

Aug 09, 2024
SELL
$75.69 - $81.19 $18,619 - $19,972
-246 Reduced 1.31%
18,550 $1.44 Million
Q1 2024

May 03, 2024
SELL
$72.89 - $81.43 $37,101 - $41,447
-509 Reduced 2.64%
18,796 $1.53 Million
Q4 2023

Feb 26, 2024
SELL
$63.01 - $75.95 $21,486 - $25,898
-341 Reduced 1.74%
19,305 $1.45 Million
Q3 2023

Nov 16, 2023
SELL
$66.75 - $73.98 $72,357 - $80,194
-1,084 Reduced 5.23%
19,646 $1.33 Million
Q2 2023

Jul 14, 2023
SELL
$65.29 - $71.03 $28,270 - $30,755
-433 Reduced 2.05%
20,730 $1.47 Million
Q1 2023

May 05, 2023
SELL
$64.24 - $73.9 $22,419 - $25,791
-349 Reduced 1.62%
21,163 $1.44 Million
Q4 2022

Feb 02, 2023
BUY
$61.05 - $69.94 $1.31 Million - $1.5 Million
21,512 New
21,512 $1.41 Million
Q3 2022

Nov 07, 2022
BUY
$60.5 - $72.51 $8,228 - $9,861
136 Added 0.61%
22,451 $1.36 Million
Q2 2022

Aug 12, 2022
SELL
$60.91 - $76.4 $42,454 - $53,250
-697 Reduced 3.03%
22,315 $1.4 Million
Q1 2022

May 02, 2022
SELL
$70.66 - $80.89 $9,185 - $10,515
-130 Reduced 0.56%
23,012 $1.75 Million
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $52,750 - $57,872
694 Added 3.09%
23,142 $1.86 Million
Q3 2021

Nov 15, 2021
BUY
$74.65 - $80.95 $176,397 - $191,284
2,363 Added 11.76%
22,448 $1.72 Million
Q2 2021

Aug 06, 2021
SELL
$74.64 - $79.12 $30,527 - $32,360
-409 Reduced 2.0%
20,085 $1.57 Million
Q1 2021

May 17, 2021
SELL
$67.07 - $76.85 $55,601 - $63,708
-829 Reduced 3.89%
20,494 $1.53 Million
Q4 2020

Feb 12, 2021
SELL
$55.93 - $68.45 $32,663 - $39,974
-584 Reduced 2.67%
21,323 $1.45 Million
Q3 2020

Nov 09, 2020
SELL
$51.99 - $58.83 $129,663 - $146,722
-2,494 Reduced 10.22%
21,907 $1.22 Million
Q2 2020

Aug 13, 2020
BUY
$39.01 - $57.03 $39,946 - $58,398
1,024 Added 4.38%
24,401 $1.28 Million
Q1 2020

May 06, 2020
BUY
$35.83 - $62.24 $141,134 - $245,163
3,939 Added 20.26%
23,377 $986,000
Q4 2019

Feb 06, 2020
BUY
$54.56 - $60.24 $1.06 Million - $1.17 Million
19,438 New
19,438 $1.17 Million

Others Institutions Holding SCHM

# of Institutions
1,020
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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