Sky Oak Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	$51.99 - $58.83 $274,195 - $310,269	-5,274 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$39.01 - $57.03 $205,738 - $300,776	5,274 New	5,274 $278,000

Others Institutions Holding SCHM

# of Institutions

950

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

$722 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.7 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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