Dagco, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Dagco, Inc.

$225 Million
Q2 2024

A detailed history of Dagco, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Dagco, Inc. holds 152 shares of SCHM stock, worth $4,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares

152

Previous 152 -0.0%

Holding current value

$4,196

Previous $12,000 8.33%

% of portfolio

0.0%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$72.89 - $81.43 $11,079 - $12,377	152 New	152 $12,000

Others Institutions Holding SCHM

# of Institutions

925

Shares Held

96.1M

Call Options Held

6.2K

Put Options Held

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

21.2M
Shares

$586 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$271 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$87.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$63 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$61.6 Million
2.77% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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