Wp Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wp Advisors, LLC

$300 Million
Q1 2025

A detailed history of Wp Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wp Advisors, LLC holds 40,675 shares of SCHM stock, worth $1.18 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

40,675

Holding current value

$1.18 Million

% of portfolio

0.36%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$25.58 - $29.24 $1.04 Million - $1.19 Million	40,675 New	40,675 $1.07 Million

Others Institutions Holding SCHM

# of Institutions

1,023

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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

58.8M
Shares

$1.7 Billion
3.31% of portfolio
Creative Planning Overland Park, KS

28.9M
Shares

$835 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10M
Shares

$290 Million
0.37% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

8.87M
Shares

$256 Million
3.25% of portfolio
Northwestern Mutual Wealth Management CO

8.2M
Shares

$237 Million
0.18% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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