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

Integrated Advisors Network LLC

$2.05 Billion
Q4 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 55,824 shares of SCHM stock, worth $1.56 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

55,824

Previous 18,489 201.93%

Holding current value

$1.56 Million

Previous $1.54 Million 0.65%

% of portfolio

0.08%

Previous 0.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 25, 2025	BUY	$27.54 - $83.04 $1.03 Million - $3.1 Million	37,335 Added 201.93%	55,824 $1.55 Million
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

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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