Baltimore Washington Financial Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$60.5 - $72.51 $179,322 - $214,919	2,964 New	2,964 $1.63 Million
Q2 2022 Aug 05, 2022	SELL	$60.91 - $76.4 $12,242 - $15,356	-201 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$70.66 - $80.89 $14,202 - $16,258	201 New	201 $2.66 Million

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

$722 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

$90.7 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66 Million
0.18% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

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