Boltwood Capital Management Schwab Strategic U.S. Mid Cap Transaction History
Boltwood Capital Management
- $319 Million
- Q2 2024
A detailed history of Boltwood Capital Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Boltwood Capital Management holds 23,598 shares of SCHM stock, worth $1.87 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
23,598
Previous 23,423
0.75%
Holding current value
$1.87 Million
Previous $1.91 Million
3.72%
% of portfolio
0.58%
Previous 0.59%
Shares
27 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