Jbr CO Financial Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Jbr CO Financial Management Inc
- $142 Billion
- Q2 2024
A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 8,750 shares of SCHM stock, worth $706,037. This represents 0.48% of its overall portfolio holdings.
Number of Shares
8,750
Previous 8,775
0.28%
Holding current value
$706,037
Previous $715 Million
4.69%
% of portfolio
0.48%
Previous 0.57%
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