Lloyd Advisory Services, Llc. Schwab Strategic U.S. Mid Cap Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$60.91 - $76.4 $4,690 - $5,882	-77 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$70.66 - $80.89 $5,440 - $6,228	77 New	77 $6,000

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

$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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