M Holdings Securities, Inc. Schwab Strategic Tr Intl Small Transaction History

M Holdings Securities, Inc.

$620 Million
Q4 2024

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 $4.56 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

124,363

Previous 4,269 2813.16%

Holding current value

$4.56 Million

Previous $124 Million 96.57%

% of portfolio

0.69%

Previous 1.72%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

455

Shares Held

46.9M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

Track This Portfolio

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.

Account

M Holdings Securities, Inc. Schwab Strategic Tr Intl Small Transaction History