Wealth Plan Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$65.29 - $71.03 $30,229 - $32,886	-463 Reduced 61.65%	288 $20.5 Million
Q1 2023 May 10, 2023	BUY	$64.24 - $73.9 $48,244 - $55,498	751 New	751 $51 Million

Others Institutions Holding SCHM

# of Institutions

947

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$738 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$280 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$205 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$92.8 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$67.5 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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