Mainstay Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Mainstay Capital Management LLC

$546 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$74.65 - $80.95 $210,513 - $228,279	-2,820 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$74.64 - $79.12 $210,484 - $223,118	2,820 New	2,820 $221,000

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

$770 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$292 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$213 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$96.7 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$70.4 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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