Cap Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cap Partners, LLC
- $123 Billion
- Q2 2024
A detailed history of Cap Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cap Partners, LLC holds 9,962 shares of SCHM stock, worth $803,833. This represents 0.63% of its overall portfolio holdings.
Number of Shares
9,962
Previous 10,332
3.58%
Holding current value
$803,833
Previous $841 Million
7.84%
% of portfolio
0.63%
Previous 0.74%
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