Arrowroot Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History
Arrowroot Family Office, LLC
- $156 Billion
- Q2 2024
A detailed history of Arrowroot Family Office, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arrowroot Family Office, LLC holds 44,873 shares of SCHM stock, worth $3.73 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
44,873
Previous 47,494
5.52%
Holding current value
$3.73 Million
Previous $3.87 Billion
9.69%
% of portfolio
2.24%
Previous 2.48%
Shares
6 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$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio