Gerber Kawasaki Wealth & Investment Management Schwab Strategic U.S. Mid Cap Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$76.01 - $83.39 $13,225 - $14,509	-174 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$74.65 - $80.95 $12,989 - $14,085	174 New	174 $13,000

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

$738 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$280 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$205 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$92.8 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$67.5 Million
0.18% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

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