Tfc Financial Management Schwab Strategic U.S. Mid Cap Transaction History

Tfc Financial Management

$629 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 10, 2021	SELL	$55.93 - $68.45 $1,398 - $1,711	-25 Reduced 50.0%	25 $2,000
Q3 2020 Nov 12, 2020	BUY	$51.99 - $58.83 $2,599 - $2,941	50 New	50 $3,000

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

$723 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

$90.9 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.1 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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