All Square Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

All Square Wealth Management LLC

$174 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	$35.83 - $62.24 $8,420 - $14,626	-235 Closed	0 $0
Q4 2018 Feb 13, 2019	SELL	N/A	-215 Reduced 47.78%	235 $11,000
Q4 2017 Feb 13, 2018	BUY	N/A	450	450 $24,000

Others Institutions Holding SCHM

# of Institutions

950

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

$723 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.9 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.1 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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