Cwc Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cwc Advisors, Llc. holds 6,144 shares of SCHM stock, worth $171,909. This represents 0.5% of its overall portfolio holdings.

Number of Shares

6,144

Holding current value

$171,909

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$75.47 - $83.18 $463,687 - $511,057	6,144 New	6,144 $511 Million

Others Institutions Holding SCHM

# of Institutions

1,006

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

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

59.4M
Shares

$1.66 Billion
3.47% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$800 Million
0.77% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$282 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$212 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$209 Million
2.94% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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