Anchor Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Anchor Investment Management, LLC
- $1.06 Trillion
- Q3 2024
A detailed history of Anchor Investment Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Anchor Investment Management, LLC holds 70,223 shares of SCHM stock, worth $2.08 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
70,223
Previous 69,087
1.64%
Holding current value
$2.08 Million
Previous $5.38 Billion
8.51%
% of portfolio
0.55%
Previous 0.55%
Shares
31 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