Horan Securities, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Horan Securities, Inc.

$262 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	BUY	$76.01 - $83.39 $9,501 - $10,423	125 New	125 $10,000
Q3 2019 Oct 21, 2019	SELL	$56.23 - $57.59 $12,201 - $12,497	-217 Closed	0 $0
Q2 2019 Jul 24, 2019	BUY	N/A	217 New	217 $12,000

Others Institutions Holding SCHM

# of Institutions

1,006

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

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

59.4M
Shares

$1.66 Billion
3.47% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$800 Million
0.77% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$282 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$212 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$209 Million
2.94% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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