Claraphi Advisory Network, LLC Schwab Strategic U.S. Mid Cap Transaction History

Claraphi Advisory Network, LLC

$248 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$39.01 - $57.03 $27,307 - $39,921	-700 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$35.83 - $62.24 $25,081 - $43,568	700 New	700 $30,000

Others Institutions Holding SCHM

# of Institutions

1,060

Shares Held

281M

Call Options Held

9.4K

Put Options Held

0

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

60.4M
Shares

$1.78 Billion
3.39% of portfolio
Creative Planning Overland Park, KS

29.6M
Shares

$874 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10.6M
Shares

$313 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

10.3M
Shares

$303 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

9.47M
Shares

$280 Million
3.22% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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