Aspire Wealth Management Corp Schwab Strategic U.S. Mid Cap Transaction History

Aspire Wealth Management Corp

$166 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$61.05 - $69.94 $31,868 - $36,508	-522 Reduced 56.99%	394 $25,000
Q4 2021 Mar 14, 2022	BUY	$76.01 - $83.39 $69,625 - $76,385	916 New	916 $74,000

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$1.75 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$826 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$261 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$188 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$183 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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