Endurance Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Endurance Wealth Management, Inc.

$731 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$70.66 - $80.89 $141 - $161	-2 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$76.01 - $83.39 $152 - $166	2 New	2 $0

Others Institutions Holding SCHM

# of Institutions

950

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

$728 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$276 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$202 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$91.5 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.6 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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