Consolidated Portfolio Review Corp Schwab Strategic U.S. Mid Cap Transaction History
Consolidated Portfolio Review Corp
- $632 Billion
- Q4 2024
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 45,297 shares of SCHM stock, worth $1.23 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
45,297Holding current value
$1.23 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.62 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$777 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$274 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$206 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$203 Million2.94% of portfolio