Surevest, LLC Schwab Strategic U.S. Mid Cap Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Surevest, LLC holds 786 shares of SCHM stock, worth $22,746. This represents 0.01% of its overall portfolio holdings.

Number of Shares

786

Previous 786 -0.0%

Holding current value

$22,746

Previous $49,000 2.04%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	$76.01 - $83.39 $59,743 - $65,544	786 New	786 $63,000

Others Institutions Holding SCHM

# of Institutions

965

Shares Held

149M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$750 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$284 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$208 Million
6.46% of portfolio
Advisory Alpha, LLC

5.72M
Shares

$166 Million
5.7% of portfolio
Legacy Wealth Management, Inc

4.18M
Shares

$121 Million
7.44% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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