Ballast, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Ballast, Inc.

$202 Million
Q2 2025

A detailed history of Ballast, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ballast, Inc. holds 74,987 shares of SCHM stock, worth $2.22 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

74,987

Holding current value

$2.22 Million

% of portfolio

1.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$22.92 - $28.05 $1.72 Million - $2.1 Million	74,987 New	74,987 $2.1 Million

Others Institutions Holding SCHM

# of Institutions

1,056

Shares Held

281M

Call Options Held

9.4K

Put Options Held

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

60.4M
Shares

$1.78 Billion
3.39% of portfolio
Creative Planning Overland Park, KS

29.6M
Shares

$874 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10.6M
Shares

$313 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

10.3M
Shares

$303 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

9.47M
Shares

$280 Million
3.22% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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