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 $131,186. This represents 0.59% of its overall portfolio holdings.
Number of Shares
4,519
Previous 4,961
8.91%
Holding current value
$131,186
Previous $321,000
3.74%
% of portfolio
0.59%
Previous 0.55%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio