Beck Mack & Oliver LLC Schwab Strategic U.S. Mid Cap Transaction History

Beck Mack & Oliver LLC

$4.25 Billion
Q2 2024

A detailed history of Beck Mack & Oliver LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beck Mack & Oliver LLC holds 3,389 shares of SCHM stock, worth $98,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,389

Holding current value

$98,958

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$75.69 - $81.19 $256,513 - $275,152	3,389 New	3,389 $263,000

Others Institutions Holding SCHM

# of Institutions

932

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$620 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$287 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.6 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$65.1 Million
2.77% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Beck Mack & Oliver LLC Schwab Strategic U.S. Mid Cap Transaction History