Pfs Investments Inc. Schwab Strategic U.S. Mid Cap Transaction History

Pfs Investments Inc.

$6.12 Billion
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 12, 2020	SELL	$54.56 - $60.24 $26.4 Million - $29.1 Million	-483,549 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$56.23 - $57.59 $27.2 Million - $27.8 Million	483,549 New	483,549 $27.3 Million

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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