Tci Wealth Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$61.05 - $69.94 $61 - $69	1 Added 0.17%	573 $37,000
Q3 2022 Nov 08, 2022	BUY	$60.5 - $72.51 $60 - $72	1 Added 0.18%	572 $35,000
Q4 2021 Jan 24, 2022	BUY	$76.01 - $83.39 $76 - $83	1 Added 0.18%	571 $46,000
Q1 2021 Apr 29, 2021	BUY	$67.07 - $76.85 $7,377 - $8,453	110 Added 23.91%	570 $42,000
Q4 2020 Jan 21, 2021	SELL	$55.93 - $68.45 $57,048 - $69,819	-1,020 Reduced 68.92%	460 $31,000
Q3 2020 Oct 20, 2020	BUY	$51.99 - $58.83 $1,351 - $1,529	26 Added 1.79%	1,480 $82,000
Q2 2020 Jul 20, 2020	BUY	$39.01 - $57.03 $663 - $969	17 Added 1.18%	1,454 $77,000
Q1 2020 Apr 14, 2020	BUY	$35.83 - $62.24 $931 - $1,618	26 Added 1.84%	1,437 $61,000
Q4 2019 Jan 27, 2020	BUY	$54.56 - $60.24 $1,582 - $1,746	29 Added 2.1%	1,411 $85,000
Q3 2019 Oct 17, 2019	BUY	$56.23 - $57.59 $26,934 - $27,585	479 Added 53.05%	1,382 $78,000
Q2 2019 Jul 23, 2019	SELL	N/A	-716 Reduced 44.22%	903 $52,000
Q1 2019 Apr 11, 2019	SELL	N/A	-88 Reduced 5.16%	1,619 $90,000
Q4 2018 Jan 17, 2019	BUY	N/A	1,707 New	1,707 $82,000
Q3 2017 Oct 24, 2017	SELL	N/A	-75 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	75	75 $4,000

Others Institutions Holding SCHM

# of Institutions

947

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

$738 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$280 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$205 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$92.8 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$67.5 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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