Bck Partners, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Bck Partners, Inc.

$210 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	BUY	$70.66 - $80.89 $1.44 Million - $1.64 Million	20,317 New	20,317 $1.54 Million

Others Institutions Holding SCHM

# of Institutions

929

Shares Held

95.8M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$616 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$285 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.2 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.3 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$64.8 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bck Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bck Partners, Inc. with notifications on news.