Pca Investment Advisory Services Inc. Schwab Strategic U.S. Mid Cap Transaction History

Pca Investment Advisory Services Inc.

$212 Million
Q4 2024

A detailed history of Pca Investment Advisory Services Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pca Investment Advisory Services Inc. holds 113,545 shares of SCHM stock, worth $3.32 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

113,545

Previous 39,153 190.0%

Holding current value

$3.32 Million

Previous $3.25 Million 3.29%

% of portfolio

1.48%

Previous 1.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$27.54 - $83.04 $2.05 Million - $6.18 Million	74,392 Added 190.0%	113,545 $3.15 Million
Q3 2024 Oct 15, 2024	SELL	$75.47 - $83.18 $62,941 - $69,372	-834 Reduced 2.09%	39,153 $3.25 Million
Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $24,220 - $25,980	-320 Reduced 0.79%	39,987 $3.11 Million
Q1 2024 May 07, 2024	BUY	$72.89 - $81.43 $106,127 - $118,562	1,456 Added 3.75%	40,307 $3.28 Million
Q4 2023 Feb 15, 2024	SELL	$63.01 - $75.95 $47,131 - $56,810	-748 Reduced 1.89%	38,851 $2.93 Million
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $15,552 - $17,237	233 Added 0.59%	39,599 $2.68 Billion
Q2 2023 Aug 16, 2023	SELL	$65.29 - $71.03 $99,763 - $108,533	-1,528 Reduced 3.74%	39,366 $2.8 Billion
Q1 2023 May 16, 2023	BUY	$64.24 - $73.9 $2.63 Million - $3.02 Million	40,894 New	40,894 $2.77 Billion

Others Institutions Holding SCHM

# of Institutions

956

Shares Held

138M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Pca Investment Advisory Services Inc. Schwab Strategic U.S. Mid Cap Transaction History