Svb Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$64.24 - $73.9 $497,731 - $572,577	-7,748 Reduced 33.49%	15,384 $1.04 Million
Q4 2022 Feb 10, 2023	BUY	$61.05 - $69.94 $1.41 Million - $1.62 Million	23,132 New	23,132 $1.52 Million

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

$730 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$277 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$202 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$91.8 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.8 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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