Intelligence Driven Advisers, LLC Schwab Strategic U.S. Mid Cap Transaction History

Intelligence Driven Advisers, LLC

$693 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 09, 2020	SELL	$51.99 - $58.83 $2.15 Million - $2.44 Million	-41,400 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$39.01 - $57.03 $635,433 - $928,961	-16,289 Reduced 28.24%	41,400 $2.18 Million
Q1 2020 Sep 04, 2020	SELL	$35.83 - $62.24 $291,011 - $505,513	-8,122 Reduced 12.34%	57,689 $2.43 Million
Q4 2019 Sep 04, 2020	SELL	$54.56 - $60.24 $227,460 - $251,140	-4,169 Reduced 5.96%	65,811 $3.96 Million
Q3 2019 Sep 04, 2020	SELL	$56.23 - $57.59 $1.97 Million - $2.02 Million	-35,110 Reduced 33.41%	69,980 $3.96 Million
Q2 2019 Sep 04, 2020	SELL	N/A	-12,752 Reduced 10.82%	105,090 $6 Million
Q1 2019 Sep 04, 2020	SELL	N/A	-9,808 Reduced 7.68%	117,842 $6.53 Million
Q4 2018 Sep 04, 2020	BUY	N/A	127,650 New	127,650 $6.12 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

$722 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

$90.7 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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