Boltwood Capital Management Schwab Strategic U.S. Mid Cap Transaction History
Boltwood Capital Management
- $349 Million
- Q2 2025
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 84,779 shares of SCHM stock, worth $2.41 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
84,779
Previous 78,973
7.35%
Holding current value
$2.41 Million
Previous $2.07 Million
15.1%
% of portfolio
0.68%
Previous 0.63%
Shares
31 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$821 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$233 Million0.18% of portfolio