Anchor Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Anchor Investment Management, LLC
- $972 Billion
- Q2 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 69,087 shares of SCHM stock, worth $5.7 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
69,087
Previous 108,228
36.17%
Holding current value
$5.7 Million
Previous $8.81 Billion
38.99%
% of portfolio
0.55%
Previous 0.92%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$829 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$262 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio