Evoke Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$74.64 - $79.12 $9,330 - $9,890	-125 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$67.07 - $76.85 $8,383 - $9,606	125 New	125 $9,000

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

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.