Columbia Advisory Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Columbia Advisory Partners LLC

$101 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$60.91 - $76.4 $189,491 - $237,680	-3,111 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$76.01 - $83.39 $236,467 - $259,426	3,111 New	3,111 $250,000

Others Institutions Holding SCHM

# of Institutions

929

Shares Held

95.9M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$616 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$285 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.2 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.3 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$64.8 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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