K2 Financial Inc. Schwab Strategic U.S. Mid Cap Transaction History

K2 Financial Inc.

$101 Billion
Q4 2024

A detailed history of K2 Financial Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, K2 Financial Inc. holds 29,258 shares of SCHM stock, worth $748,419. This represents 0.81% of its overall portfolio holdings.

Number of Shares

29,258

Holding current value

$748,419

% of portfolio

0.81%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$27.54 - $83.04 $805,765 - $2.43 Million	29,258 New	29,258 $815 Million

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

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

59.4M
Shares

$1.52 Billion
3.47% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$731 Million
0.77% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$258 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$194 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$191 Million
2.94% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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