Truadvice, LLC Schwab Strategic U.S. Mid Cap Transaction History

Truadvice, LLC

$229 Million
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$76.01 - $83.39 $231,678 - $254,172	-3,048 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$74.65 - $80.95 $27,769 - $30,113	372 Added 13.9%	3,048 $254,000
Q2 2021 Jul 28, 2021	BUY	$74.64 - $79.12 $199,736 - $211,725	2,676 New	2,676 $207,000

Others Institutions Holding SCHM

# of Institutions

926

Shares Held

95.7M

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
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truadvice, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Truadvice, LLC with notifications on news.