Tfo Tdc, LLC Schwab Strategic U.S. Mid Cap Transaction History

Tfo Tdc, LLC

$511 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$60.91 - $76.4 $202,403 - $253,877	-3,323 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$70.66 - $80.89 $49,462 - $56,623	-700 Reduced 17.4%	3,323 $252,000
Q4 2021 Jan 21, 2022	BUY	$76.01 - $83.39 $305,788 - $335,477	4,023 New	4,023 $314,000

Others Institutions Holding SCHM

# of Institutions

932

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$620 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$287 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.6 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$65.1 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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