Midwest Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Midwest Capital Advisors, LLC
- $190 Billion
- Q2 2025
A detailed history of Midwest Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Midwest Capital Advisors, LLC holds 27,710 shares of SCHM stock, worth $788,349. This represents 0.41% of its overall portfolio holdings.
Number of Shares
27,710
Previous 32,585
14.96%
Holding current value
$788,349
Previous $854 Million
8.96%
% of portfolio
0.41%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,023Shares Held
284MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$823 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$286 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
-
Advisory Alpha, LLC8.37MShares$238 Million7.39% of portfolio