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 124,363 shares of SCHC stock, worth $4.53 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
124,363
Previous 4,269 2813.16%
Holding current value
$4.53 Million
Previous $124 Million 96.57%
% of portfolio
0.69%
Previous 1.72%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$33.93 - $38.37 $4.07 Million - $4.61 Million
120,094 Added 2813.16%
124,363 $4.27 Million
Q4 2024

Feb 11, 2025

BUY
$33.93 - $38.37 $144,847 - $163,801
4,269 New
4,269 $124 Million
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


  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track M Holdings Securities, Inc. Portfolio

Follow M Holdings Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.