Grey Fox Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$64.24 - $73.9 $192 - $221	3 Added 0.36%	834 $56.6 Million
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $50,732 - $58,120	831 New	831 $54.5 Million

Others Institutions Holding SCHM

# of Institutions

929

Shares Held

95.8M

Call Options Held

6.2K

Put Options Held

3K

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$616 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$285 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.2 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.3 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$64.8 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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