Knuff & CO LLC Schwab Strategic U.S. Mid Cap Transaction History

Knuff & CO LLC

$323 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$35.83 - $62.24 $1,970 - $3,423	-55 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	55 New	55 $3,000

Others Institutions Holding SCHM

# of Institutions

948

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

$775 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$294 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$215 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$97.4 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$70.9 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Knuff & CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Knuff & CO LLC with notifications on news.