B&D White Capital Company, LLC Schwab Strategic U.S. Mid Cap Transaction History

B&D White Capital Company, LLC

$587 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$67.07 - $76.85 $30,650 - $35,120	-457 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$55.93 - $68.45 $25,560 - $31,281	457 New	457 $31,000

Others Institutions Holding SCHM

# of Institutions

980

Shares Held

173M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$745 Million
4.42% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$290 Million
0.39% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$283 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$207 Million
6.46% of portfolio
Advisory Alpha, LLC

5.72M
Shares

$164 Million
5.7% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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