Bedel Financial Consulting, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Bedel Financial Consulting, Inc.

$691 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$60.91 - $76.4 $62,859 - $78,844	-1,032 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$70.66 - $80.89 $1,766 - $2,022	25 Added 2.48%	1,032 $78,000
Q3 2021 Oct 12, 2021	SELL	$74.65 - $80.95 $14,183 - $15,380	-190 Reduced 15.87%	1,007 $77,000
Q2 2021 Aug 03, 2021	SELL	$74.64 - $79.12 $62,996 - $66,777	-844 Reduced 41.35%	1,197 $94,000
Q1 2021 Apr 26, 2021	SELL	$67.07 - $76.85 $1,274 - $1,460	-19 Reduced 0.92%	2,041 $152,000
Q4 2020 Feb 02, 2021	BUY	$55.93 - $68.45 $55 - $68	1 Added 0.05%	2,060 $140,000
Q3 2020 Oct 20, 2020	BUY	$51.99 - $58.83 $51 - $58	1 Added 0.05%	2,059 $114,000
Q2 2020 Jul 14, 2020	SELL	$39.01 - $57.03 $3,705 - $5,417	-95 Reduced 4.41%	2,058 $108,000
Q1 2020 May 06, 2020	BUY	$35.83 - $62.24 $35 - $62	1 Added 0.05%	2,153 $91,000
Q4 2019 Jan 28, 2020	SELL	$54.56 - $60.24 $11,130 - $12,288	-204 Reduced 8.66%	2,152 $129,000
Q3 2019 Oct 09, 2019	SELL	$56.23 - $57.59 $13,945 - $14,282	-248 Reduced 9.52%	2,356 $133,000
Q1 2019 May 02, 2019	BUY	N/A	360 Added 16.04%	2,604 $144,000
Q3 2018 Nov 01, 2018	BUY	N/A	350 Added 18.48%	2,244 $122,000
Q2 2018 Jul 18, 2018	BUY	N/A	26 Added 1.39%	1,894 $104,000
Q1 2018 May 03, 2018	BUY	N/A	1,868 New	1,868 $99,000

Others Institutions Holding SCHM

# of Institutions

932

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$620 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$287 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.6 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$65.1 Million
2.77% of portfolio

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