Principle Wealth Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 16, 2020	SELL	$51.99 - $58.83 $15,908 - $18,001	-306 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$39.01 - $57.03 $11,937 - $17,451	306 New	306 $16,000

Others Institutions Holding SCHM

# of Institutions

947

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

$738 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$280 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$205 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$92.8 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$67.5 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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