Caitlin John, LLC Schwab Strategic U.S. Mid Cap Transaction History
Caitlin John, LLC
- $160 Billion
- Q3 2024
A detailed history of Caitlin John, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Caitlin John, LLC holds 114 shares of SCHM stock, worth $3,327. This represents 0.0% of its overall portfolio holdings.
Number of Shares
114
Previous 38
200.0%
Holding current value
$3,327
Previous $2.86 Million
15.83%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
955Shares Held
133MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio