Nautilus Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Nautilus Advisors LLC
- $149 Billion
- Q3 2025
A detailed history of Nautilus Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nautilus Advisors LLC holds 23,729 shares of SCHM stock, worth $691,937. This represents 0.47% of its overall portfolio holdings.
Number of Shares
23,729
Previous 23,727
0.01%
Holding current value
$691,937
Previous $666 Million
5.68%
% of portfolio
0.47%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio