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 $22,349. This represents 0.0% of its overall portfolio holdings.
Number of Shares
744
Previous 248
200.0%
Holding current value
$22,349
Previous $20.6 Million
0.05%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,040Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$889 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$309 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio