Madison Park Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Madison Park Capital Advisors, LLC
- $120 Billion
- Q2 2024
A detailed history of Madison Park Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Madison Park Capital Advisors, LLC holds 23,450 shares of SCHM stock, worth $1.89 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
23,450
Previous 22,380
4.78%
Holding current value
$1.89 Million
Previous $1.82 Billion
0.15%
% of portfolio
1.53%
Previous 1.59%
Shares
3 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$1.71 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$810 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$184 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$180 Million2.77% of portfolio