Bnc Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Bnc Wealth Management, LLC

$314 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$60.91 - $76.4 $185,166 - $232,256	-3,040 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$76.01 - $83.39 $231,070 - $253,505	3,040 New	3,040 $245,000

Others Institutions Holding SCHM

# of Institutions

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

0

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

60.4M
Shares

$1.81 Billion
3.39% of portfolio
Creative Planning Overland Park, KS

29.6M
Shares

$889 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10.6M
Shares

$318 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

10.3M
Shares

$309 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

9.47M
Shares

$284 Million
3.22% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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