A detailed history of M Holdings Securities, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, M Holdings Securities, Inc. holds 88,346 shares of SCHC stock, worth $3.14 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
88,346
Previous 63,542 39.04%
Holding current value
$3.14 Million
Previous $2.22 Million 42.67%
% of portfolio
0.53%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$33.2 - $35.86 $823,492 - $889,471
24,804 Added 39.04%
88,346 $3.16 Million
Q4 2023

Feb 14, 2024

BUY
$30.0 - $35.05 $840,450 - $981,925
28,015 Added 78.86%
63,542 $2.22 Million
Q3 2023

Feb 14, 2024

BUY
$32.0 - $35.51 $1.14 Million - $1.26 Million
35,527 New
35,527 $1.15 Million
Q1 2023

May 15, 2023

BUY
$31.54 - $34.93 $319,689 - $354,050
10,136 New
10,136 $342,000

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


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