Venturi Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Venturi Wealth Management, LLC

$1.88 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 29, 2019	BUY	$56.23 - $57.59 $100,089 - $102,510	1,780 New	1,780 $101,000

Others Institutions Holding SCHM

# of Institutions

965

Shares Held

149M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$750 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$284 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$208 Million
6.46% of portfolio
Advisory Alpha, LLC

5.72M
Shares

$166 Million
5.7% of portfolio
Legacy Wealth Management, Inc

4.18M
Shares

$121 Million
7.44% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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