Burns Matteson Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Burns Matteson Capital Management, LLC
- $159 Billion
- Q2 2024
A detailed history of Burns Matteson Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Burns Matteson Capital Management, LLC holds 11,565 shares of SCHM stock, worth $933,179. This represents 0.57% of its overall portfolio holdings.
Number of Shares
11,565
Previous 12,071
4.19%
Holding current value
$933,179
Previous $983 Million
8.43%
% of portfolio
0.57%
Previous 0.64%
Shares
15 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.7 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$817 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$298 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio