Tandem Investment Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
Tandem Investment Partners LLC
- $104 Billion
- Q4 2024
A detailed history of Tandem Investment Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Tandem Investment Partners LLC holds 12,229 shares of SCHM stock, worth $355,497. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,229Holding current value
$355,497% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
270MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.73 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$831 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$293 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$220 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$217 Million2.94% of portfolio