Arrowroot Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History
Arrowroot Family Office, LLC
- $172 Billion
- Q3 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 42,163 shares of SCHM stock, worth $1.25 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
42,163
Previous 44,873
6.04%
Holding current value
$1.25 Million
Previous $3.49 Billion
0.31%
% of portfolio
2.04%
Previous 2.24%
Shares
7 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