Boston Mountain Money Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Boston Mountain Money Management Inc
- $172 Billion
- Q3 2024
A detailed history of Boston Mountain Money Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Boston Mountain Money Management Inc holds 28,525 shares of SCHM stock, worth $828,080. This represents 1.38% of its overall portfolio holdings.
Number of Shares
28,525
Previous 29,029
1.74%
Holding current value
$828,080
Previous $2.26 Billion
4.9%
% of portfolio
1.38%
Previous 1.49%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.9MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio