Lgt Financial Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Lgt Financial Advisors LLC

$40.5 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$65.29 - $71.03 $1,175 - $1,278	18 New	18 $1.25 Million
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $1,098 - $1,258	18 New	18 $1.15 Million

Others Institutions Holding SCHM

# of Institutions

989

Shares Held

186M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$745 Million
4.42% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$290 Million
0.39% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$283 Million
0.81% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$218 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$215 Million
2.94% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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