Ruggaard & Associates LLC Schwab Strategic U.S. Mid Cap Transaction History
Ruggaard & Associates LLC
- $216 Billion
- Q2 2024
A detailed history of Ruggaard & Associates LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ruggaard & Associates LLC holds 7,534 shares of SCHM stock, worth $586,973. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,534
Previous 7,534
-0.0%
Holding current value
$586,973
Previous $613 Million
4.42%
% of portfolio
0.27%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.65 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$783 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$178 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$174 Million2.77% of portfolio