Abbrea Capital, LLC Schwab Strategic U.S. Mid Cap Transaction History
Abbrea Capital, LLC
- $755 Million
- Q2 2024
A detailed history of Abbrea Capital, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Abbrea Capital, LLC holds 29,345 shares of SCHM stock, worth $870,959. This represents 0.3% of its overall portfolio holdings.
Number of Shares
29,345
Previous 29,675
1.11%
Holding current value
$870,959
Previous $2.42 Million
5.17%
% of portfolio
0.3%
Previous 0.32%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio