Cynosure Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cynosure Management, LLC
- $680 Million
- Q3 2024
A detailed history of Cynosure Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cynosure Management, LLC holds 9,744 shares of SCHM stock, worth $281,601. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,744
Previous 9,744
-0.0%
Holding current value
$281,601
Previous $758,000
6.73%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
967Shares Held
147MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio