Ma Private Wealth Schwab Strategic U.S. Mid Cap Transaction History

Ma Private Wealth

$533 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$35.83 - $62.24 $170,944 - $296,947	-4,771 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$54.56 - $60.24 $260,305 - $287,405	4,771 New	4,771 $287,000

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

$716 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$272 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$198 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$65.5 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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