Blue Square Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Blue Square Asset Management, LLC
- $185 Million
- Q3 2024
A detailed history of Blue Square Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blue Square Asset Management, LLC holds 108,047 shares of SCHM stock, worth $3.13 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
108,047
Previous 104,736
3.16%
Holding current value
$3.13 Million
Previous $8.15 Million
10.13%
% of portfolio
4.85%
Previous 4.79%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$752 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.8 Million0.18% of portfolio