Rinkey Investments Schwab Strategic U.S. Mid Cap Transaction History

Rinkey Investments

$278 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$70.66 - $80.89 $10,881 - $12,457	-154 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$76.01 - $83.39 $11,705 - $12,842	154 New	154 $12,000

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$1.75 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$826 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$261 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$188 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$183 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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