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

Rgt Wealth Advisors, LLC

$627 Million
Q3 2022

A detailed history of Rgt Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rgt Wealth Advisors, LLC holds 388 shares of SCHM stock, worth $10,999. This represents 0.0% of its overall portfolio holdings.

Number of Shares

388

Holding current value

$10,999

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	BUY	$60.5 - $72.51 $23,474 - $28,133	388 New	388 $23,000

Others Institutions Holding SCHM

# of Institutions

1,025

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

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

58.8M
Shares

$1.67 Billion
3.31% of portfolio
Creative Planning Overland Park, KS

29.6M
Shares

$839 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10M
Shares

$285 Million
0.37% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

8.87M
Shares

$251 Million
3.25% of portfolio
Advisory Alpha, LLC

8.37M
Shares

$237 Million
7.39% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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