Strategic Wealth Investment Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Strategic Wealth Investment Group, LLC

$848 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	BUY	$60.91 - $76.4 $823,381 - $1.03 Million	13,518 New	13,518 $848,000

Others Institutions Holding SCHM

# of Institutions

965

Shares Held

149M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$750 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$284 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$208 Million
6.46% of portfolio
Advisory Alpha, LLC

5.72M
Shares

$166 Million
5.7% of portfolio
Legacy Wealth Management, Inc

4.18M
Shares

$121 Million
7.44% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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