D. Scott Neal, Inc. Schwab Strategic U.S. Mid Cap Transaction History

D. Scott Neal, Inc.

$188 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 15, 2018	SELL	N/A	-61 Closed	0 $0
Q1 2018 Apr 19, 2018	SELL	N/A	-18,643 Reduced 99.67%	61 $3,000
Q4 2017 Feb 16, 2018	SELL	N/A	-796 Reduced 4.08%	18,704 $996,000
Q3 2017 Oct 18, 2017	BUY	N/A	19,500	19,500 $977,000

Others Institutions Holding SCHM

# of Institutions

947

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$770 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$292 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$213 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$96.7 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$70.4 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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