Janiczek Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$60.5 - $72.51 $484 - $580	8 Added 25.81%	39 $2,000
Q4 2021 Feb 02, 2022	BUY	$76.01 - $83.39 $2,356 - $2,585	31 New	31 $3,000

Others Institutions Holding SCHM

# of Institutions

947

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

$738 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$280 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$205 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$92.8 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$67.5 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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