Pillar Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Pillar Wealth Advisors, LLC

$0
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	SELL	$75.47 - $83.18 $4.6 Million - $5.07 Million	-60,912 Reduced 93.62%	4,151 $345 Million
Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $3.6 Million - $3.86 Million	-47,600 Reduced 42.25%	65,063 $5.06 Million
Q1 2024 May 06, 2024	SELL	$72.89 - $81.43 $697,994 - $779,773	-9,576 Reduced 7.83%	112,663 $9.17 Million
Q4 2023 Feb 05, 2024	SELL	$63.01 - $75.95 $644,655 - $777,044	-10,231 Reduced 7.72%	122,239 $9.21 Million
Q3 2023 Nov 07, 2023	SELL	$66.75 - $73.98 $317,930 - $352,366	-4,763 Reduced 3.47%	132,470 $8.97 Million
Q2 2023 Aug 04, 2023	SELL	$65.29 - $71.03 $318,549 - $346,555	-4,879 Reduced 3.43%	137,233 $9.75 Million
Q1 2023 May 05, 2023	SELL	$64.24 - $73.9 $111,135 - $127,847	-1,730 Reduced 1.2%	142,112 $9.64 Million
Q4 2022 Feb 09, 2023	SELL	$61.05 - $69.94 $39,621 - $45,391	-649 Reduced 0.45%	143,842 $9.44 Million
Q3 2022 Nov 04, 2022	BUY	$60.5 - $72.51 $60,016 - $71,929	992 Added 0.69%	144,491 $8.75 Million
Q2 2022 Aug 05, 2022	BUY	$60.91 - $76.4 $45,499 - $57,070	747 Added 0.52%	143,499 $9 Million
Q1 2022 May 09, 2022	SELL	$70.66 - $80.89 $167,181 - $191,385	-2,366 Reduced 1.63%	142,752 $10.8 Million
Q4 2021 Feb 10, 2022	BUY	$76.01 - $83.39 $11 Million - $12.1 Million	145,118 New	145,118 $11.7 Million

Others Institutions Holding SCHM

# of Institutions

954

Shares Held

124M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$747 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$283 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$207 Million
6.46% of portfolio
Advisory Alpha, LLC

5.72M
Shares

$165 Million
5.7% of portfolio
Fragasso Group Inc. Pittsburgh, PA

3.35M
Shares

$96.4 Million
7.4% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pillar Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pillar Wealth Advisors, LLC with notifications on news.