D.A. Davidson & Co. Schwab Strategic U.S. Mid Cap Transaction History

D.A. Davidson & Co.

$11.2 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 04, 2018	SELL	N/A	-4,256 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	4,256 New	4,256 $227,000
Q3 2017 Nov 08, 2017	SELL	N/A	-1,240 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	1,240	1,240 $0

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

$1.75 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$829 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$262 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$188 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$184 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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