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

Greenhouse Wealth Management, LLC

$148 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 04, 2021	SELL	$67.07 - $76.85 $124,012 - $142,095	-1,849 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$55.93 - $68.45 $103,414 - $126,564	1,849 New	1,849 $126,000

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

$744 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$282 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$206 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$93.5 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$68 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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