Private Portfolio Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Private Portfolio Partners LLC

$122 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 13, 2019	SELL	$56.23 - $57.59 $723,567 - $741,068	-12,868 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	N/A	5,214 Added 68.12%	12,868 $735,000
Q1 2019 May 10, 2019	BUY	N/A	7,654 New	7,654 $424,000

Others Institutions Holding SCHM

# of Institutions

925

Shares Held

96.2M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$593 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$275 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$88.8 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$63.8 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$62.3 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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