Mgo Private Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Mgo Private Wealth, LLC

$138 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$64.24 - $73.9 $213,790 - $245,939	3,328 New	3,328 $225,000

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

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

58.8M
Shares

$1.6 Billion
3.31% of portfolio
Creative Planning Overland Park, KS

28.9M
Shares

$787 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10M
Shares

$273 Million
0.37% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

8.87M
Shares

$241 Million
3.25% of portfolio
Northwestern Mutual Wealth Management CO

8.2M
Shares

$223 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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