Seek First Inc. Schwab Strategic U.S. Mid Cap Transaction History

Seek First Inc.

$113 Billion
Q1 2025

A detailed history of Seek First Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Seek First Inc. holds 53,144 shares of SCHM stock, worth $1.36 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

53,144

Holding current value

$1.36 Million

% of portfolio

1.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$25.58 - $29.24 $1.36 Million - $1.55 Million	53,144 New	53,144 $1.39 Billion

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

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

58.8M
Shares

$1.5 Billion
3.31% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$731 Million
0.77% of portfolio
High Tower Advisors, LLC Chicago, IL

10M
Shares

$257 Million
0.37% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$194 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$191 Million
2.94% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
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