Caldwell Sutter Capital, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Caldwell Sutter Capital, Inc.
- $234 Billion
- Q3 2025
A detailed history of Caldwell Sutter Capital, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 131 shares of SCHM stock, worth $3,869. This represents 0.0% of its overall portfolio holdings.
Number of Shares
131Holding current value
$3,869% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,056Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$874 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$313 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$280 Million3.22% of portfolio