Ciovacco Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Ciovacco Capital Management LLC

$149 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	N/A	-83,655 Closed	0 $0
Q1 2021 May 14, 2021	BUY	N/A	24,410 Added 41.2%	83,655 $6.26 Million
Q4 2020 Feb 16, 2021	BUY	N/A	59,245 New	59,245 $4.04 Million

Others Institutions Holding SCHM

# of Institutions

903

Shares Held

96M

Call Options Held

8K

Put Options Held

600

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

21.1M
Shares

$1.63 Billion
3.87% of portfolio
Creative Planning Overland Park, KS

10.1M
Shares

$785 Million
0.92% of portfolio
High Tower Advisors, LLC Chicago, IL

3.69M
Shares

$286 Million
0.49% of portfolio
Wealth Enhancement Advisory Services, LLC

2.14M
Shares

$166 Million
0.47% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2M
Shares

$155 Million
2.99% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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