Capital Advisory Group Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 18, 2020	SELL	$35.83 - $62.24 $112,040 - $194,624	-3,127 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$54.56 - $60.24 $170,609 - $188,370	3,127 New	3,127 $189,000
Q2 2018 May 28, 2020	SELL	N/A	-62 Closed	0 $0
Q1 2018 May 28, 2020	BUY	N/A	62 New	62 $3,000

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

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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