Apella Capital, LLC Schwab Strategic U.S. Mid Cap Transaction History

Apella Capital, LLC

$2.18 Billion
Q2 2024

A detailed history of Apella Capital, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Apella Capital, LLC holds 7,380 shares of SCHM stock, worth $583,315. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,380

Holding current value

$583,315

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	BUY	$75.69 - $81.19 $558,592 - $599,182	7,380 New	7,380 $574,000

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

$1.68 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$794 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$251 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$180 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$176 Million
2.77% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Apella Capital, LLC Schwab Strategic U.S. Mid Cap Transaction History