Berkshire Asset Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Berkshire Asset Management LLC
- $2 Billion
- Q4 2024
A detailed history of Berkshire Asset Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Berkshire Asset Management LLC holds 623,369 shares of SCHM stock, worth $17.4 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
623,369
Previous 200,237
211.32%
Holding current value
$17.4 Million
Previous $16.6 Million
3.82%
% of portfolio
0.86%
Previous 0.8%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio