Verity & Verity, LLC Schwab Strategic U.S. Mid Cap Transaction History

Verity & Verity, LLC

$1.63 Billion
Q1 2024

A detailed history of Verity & Verity, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Verity & Verity, LLC holds 8,000 shares of SCHM stock, worth $645,520. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,000

Holding current value

$645,520

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$72.89 - $81.43 $583,120 - $651,440	8,000 New	8,000 $651,000

Others Institutions Holding SCHM

# of Institutions

901

Shares Held

96.1M

Call Options Held

Put Options Held

600

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

21.1M
Shares

$1.7 Billion
3.87% of portfolio
Creative Planning Overland Park, KS

10.1M
Shares

$817 Million
0.92% of portfolio
High Tower Advisors, LLC Chicago, IL

3.69M
Shares

$298 Million
0.49% of portfolio
Wealth Enhancement Advisory Services, LLC

2.07M
Shares

$167 Million
0.4% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2M
Shares

$161 Million
2.99% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Verity & Verity, LLC Schwab Strategic U.S. Mid Cap Transaction History