Rainey & Randall Investment Management Inc. Schwab Strategic U.S. Mid Cap Transaction History

Rainey & Randall Investment Management Inc.

$442 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 13, 2020	SELL	$35.83 - $62.24 $8.8 Million - $15.3 Million	-245,466 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$54.56 - $60.24 $457,812 - $505,473	8,391 Added 3.54%	245,466 $14.8 Million
Q3 2019 Oct 15, 2019	BUY	$56.23 - $57.59 $629,213 - $644,432	11,190 Added 4.95%	237,075 $13.4 Million
Q2 2019 Jul 18, 2019	BUY	N/A	225,885 New	225,885 $12.9 Million

Others Institutions Holding SCHM

# of Institutions

952

Shares Held

128M

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
Legacy Wealth Management, Inc

4.18M
Shares

$120 Million
7.44% of portfolio

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