Charles Schwab
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Charles Schwab’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Charles Schwab’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,831
Closed -$269K – 3538
2024
Q2 		$269K Buy
+3,831
New +$270K ﹤0.01% 3392

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Charles Schwab's IMCB Position: Q3 2024 in Review

Charles Schwab sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2024, closing a stake of 3,831 shares — an estimated $269K sold.

Charles Schwab first reported a position in IMCB in Q2 2024 and held it in 1 quarter. The position peaked at $269K in Q2 2024. 186 funds tracked by Wall St. Rank hold IMCB as of Q3 2024.

  • Charles Schwab reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Charles Schwab sold 3,831 iShares Morningstar Mid-Cap ETF shares in Q3 2024, an estimated $269K.
  • Charles Schwab first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Charles Schwab's iShares Morningstar Mid-Cap ETF position peaked at $269K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2024.

Based on Charles Schwab's 13F filing for Q3 2024, filed 12 Nov 2024.