Breed'S Hill Capital LLC Schwab Strategic U.S. Mid Cap Transaction History
Breed'S Hill Capital LLC
- $122 Billion
- Q3 2024
A detailed history of Breed'S Hill Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Breed'S Hill Capital LLC holds 32,450 shares of SCHM stock, worth $937,805. This represents 2.21% of its overall portfolio holdings.
Number of Shares
32,450
Previous 32,450
-0.0%
Holding current value
$937,805
Previous $2.53 Billion
6.76%
% of portfolio
2.21%
Previous 2.24%
Shares
1 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