Blooom, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Blooom, Inc.
- $52.7 Million
- Q3 2022
A detailed history of Blooom, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blooom, Inc. holds 4,519 shares of SCHM stock, worth $132,135. This represents 0.59% of its overall portfolio holdings.
Number of Shares
4,519
Previous 4,961
8.91%
Holding current value
$132,135
Previous $321,000
3.74%
% of portfolio
0.59%
Previous 0.55%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
952Shares Held
128MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$758 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio