Marino, Stram & Associates LLC Schwab Strategic U.S. Mid Cap Transaction History

Marino, Stram & Associates LLC

$445 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 14, 2021	SELL	$74.65 - $80.95 $3.63 Million - $3.94 Million	-48,632 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$74.64 - $79.12 $3.63 Million - $3.85 Million	48,632 New	48,632 $0

Others Institutions Holding SCHM

# of Institutions

925

Shares Held

96.1M

Call Options Held

6.2K

Put Options Held

3K

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$586 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$271 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$87.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$63 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$61.6 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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