Cx Institutional Schwab Strategic U.S. Mid Cap Transaction History

Cx Institutional

$2.12 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	BUY	$66.75 - $73.98 $902,259 - $999,987	13,517 New	13,517 $914,000
Q1 2023 May 04, 2023	BUY	$64.24 - $73.9 $2.92 Million - $3.36 Million	45,449 New	45,449 $3.08 Million

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$1.76 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$834 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$264 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$190 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$185 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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