Pca Investment Advisory Services Inc. Schwab Strategic U.S. Mid Cap Transaction History
Pca Investment Advisory Services Inc.
- $188 Million
- Q2 2024
A detailed history of Pca Investment Advisory Services Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pca Investment Advisory Services Inc. holds 39,987 shares of SCHM stock, worth $3.12 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
39,987
Previous 40,307
0.79%
Holding current value
$3.12 Million
Previous $3.28 Million
5.18%
% of portfolio
1.65%
Previous 1.87%
Shares
6 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