Cutter & CO Brokerage, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Cutter & CO Brokerage, Inc.

$393 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	N/A	-3,866 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	N/A	3,866 New	3,866 $224,000

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.47K

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

58.8M
Shares

$1.59 Billion
3.31% of portfolio
Creative Planning Overland Park, KS

28.9M
Shares

$782 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10M
Shares

$272 Million
0.37% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

8.87M
Shares

$240 Million
3.25% of portfolio
Northwestern Mutual Wealth Management CO

8.2M
Shares

$222 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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