Cwc Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cwc Advisors, Llc. holds 6,144 shares of SCHM stock, worth $177,807. This represents 0.5% of its overall portfolio holdings.

Number of Shares

6,144

Holding current value

$177,807

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$75.47 - $83.18 $463,687 - $511,057	6,144 New	6,144 $511 Million

Others Institutions Holding SCHM

# of Institutions

965

Shares Held

149M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$750 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$284 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$208 Million
6.46% of portfolio
Advisory Alpha, LLC

5.72M
Shares

$166 Million
5.7% of portfolio
Legacy Wealth Management, Inc

4.18M
Shares

$121 Million
7.44% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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