L.M. Kohn & Company Schwab Strategic U.S. Mid Cap Transaction History

L.M. Kohn & Company

$378 Million
Q4 2024

A detailed history of L.M. Kohn & Company transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, L.M. Kohn & Company holds 7,229 shares of SCHM stock, worth $207,833. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,229

Holding current value

$207,833

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $199,086 - $600,296	7,229 New	7,229 $200,000

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

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
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