Tiaa, Fsb Schwab Strategic U.S. Mid Cap Transaction History

Tiaa, Fsb

$27.6 Billion
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	BUY	$64.24 - $73.9 $191,820 - $220,665	2,986 New	2,986 $202,000
Q3 2022 Oct 11, 2022	SELL	$60.5 - $72.51 $2,359 - $2,827	-39 Reduced 1.09%	3,555 $215,000
Q2 2022 Aug 09, 2022	BUY	$60.91 - $76.4 $218,910 - $274,581	3,594 New	3,594 $225,000

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

Ticker SCHM
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