Tucker Asset Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Tucker Asset Management LLC
- $939 Billion
- Q4 2024
A detailed history of Tucker Asset Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Tucker Asset Management LLC holds 744 shares of SCHM stock, worth $21,218. This represents 0.0% of its overall portfolio holdings.
Number of Shares
744
Previous 248
200.0%
Holding current value
$21,218
Previous $20.6 Million
0.05%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
990Shares Held
224MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.69 Billion3.47% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$287 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$280 Million0.81% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$216 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$213 Million2.94% of portfolio