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

Svb Wealth LLC

$4.01 Billion
Q2 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

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

$1.76 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$834 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$264 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$190 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$185 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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