Oder Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Oder Investment Management, LLC

$118 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$67.07 - $76.85 $13,078 - $14,985	-195 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$55.93 - $68.45 $10,906 - $13,347	195 New	195 $13,000

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

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

59.4M
Shares

$1.55 Billion
3.47% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$748 Million
0.77% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$264 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$198 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$196 Million
2.94% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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