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

932

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$620 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$287 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.6 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$65.1 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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