Mark Sheptoff Financial Planning, LLC Schwab Strategic U.S. Mid Cap Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	$35.83 - $62.24 $9,566 - $16,618	-267 Reduced 36.78%	459 $19,000
Q3 2017 Nov 09, 2017	BUY	N/A	726	726 $36,000

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

$730 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$277 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$202 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$91.8 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.8 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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