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

Integrated Advisors Network LLC

  • $2.08 Billion
  • Q3 2024

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 18,489 shares of SCHM stock, worth $510,666. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,489
Previous 18,550 0.33%
Holding current value
$510,666
Previous $1.44 Million 6.44%
% of portfolio
0.07%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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