Blb&B Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Blb&B Advisors, LLC
- $1.82 Billion
- Q2 2024
A detailed history of Blb&B Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blb&B Advisors, LLC holds 501,712 shares of SCHM stock, worth $39.7 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
501,712
Previous 536,952
6.56%
Holding current value
$39.7 Million
Previous $43.7 Million
10.69%
% of portfolio
2.15%
Previous 2.48%
Shares
28 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$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio