Org Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Org Partners LLC

$644 Million
Q2 2024

A detailed history of Org Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Org Partners LLC holds 1,718 shares of SCHM stock, worth $142,697. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,718

Holding current value

$142,697

% of portfolio

0.02%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$75.69 - $81.19 $130,035 - $139,484	1,718 New	1,718 $133,000
Q4 2023 Jan 29, 2024	BUY	$63.01 - $75.95 $81,282 - $97,975	1,290 New	1,290 $97,000
Q2 2023 Jul 25, 2023	BUY	$65.29 - $71.03 $75,671 - $82,323	1,159 New	1,159 $82.6 Million

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

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

21.2M
Shares

$1.76 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$834 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$264 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$190 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$185 Million
2.77% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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