Sunbelt Securities, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Sunbelt Securities, Inc.
- $897 Million
- Q2 2024
A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 89,180 shares of SCHM stock, worth $7.41 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
89,180
Previous 83,611
6.66%
Holding current value
$7.41 Million
Previous $6.81 Million
1.94%
% of portfolio
0.77%
Previous 0.81%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio