Jnba Financial Advisors Schwab Strategic U.S. Mid Cap Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	SELL	$72.89 - $81.43 $510 - $570	-7 Reduced 50.0%	7 $0
Q1 2022 Apr 29, 2022	SELL	$70.66 - $80.89 $14,132 - $16,178	-200 Reduced 93.46%	14 $1,000
Q4 2021 Feb 03, 2022	BUY	$76.01 - $83.39 $532 - $583	7 Added 3.38%	214 $17,000
Q2 2020 Jul 24, 2020	SELL	$39.01 - $57.03 $21,338 - $31,195	-547 Reduced 72.55%	207 $11,000
Q1 2020 May 01, 2020	BUY	$35.83 - $62.24 $250 - $435	7 Added 0.94%	754 $32,000
Q4 2019 Feb 10, 2020	SELL	$54.56 - $60.24 $9,493 - $10,481	-174 Reduced 18.89%	747 $45,000
Q3 2019 Nov 01, 2019	BUY	$56.23 - $57.59 $40,541 - $41,522	721 Added 360.5%	921 $52,000
Q1 2019 May 01, 2019	BUY	N/A	200 New	200 $11,000
Q4 2018 Feb 07, 2019	SELL	N/A	-39,482 Closed	0 $0
Q3 2018 Nov 01, 2018	BUY	N/A	39,425 Added 69166.67%	39,482 $2.28 Million
Q2 2018 Jul 17, 2018	BUY	N/A	57 New	57 $3,000

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

$730 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$277 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$202 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$91.8 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.8 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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