Holistic Planning, LLC Schwab Strategic U.S. Mid Cap Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$72.89 - $81.43 $1.06 Million - $1.18 Million	14,500 Added 437.14%	17,817 $1.45 Billion
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $209,004 - $251,926	3,317 New	3,317 $250 Million

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

$723 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.9 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.1 Million
0.18% of portfolio

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