De Dora Capital, Inc. Schwab Strategic U.S. Mid Cap Transaction History

De Dora Capital, Inc.

$320 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$60.91 - $76.4 $1,400 - $1,757	-23 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	$70.66 - $80.89 $1,625 - $1,860	23 New	23 $2,000

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

$826 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$261 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

$183 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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