Bristlecone Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Bristlecone Advisors, LLC
- $1.24 Billion
- Q3 2024
A detailed history of Bristlecone Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 37,477 shares of SCHM stock, worth $1.09 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
37,477
Previous 35,966
4.2%
Holding current value
$1.09 Million
Previous $2.8 Million
11.22%
% of portfolio
0.25%
Previous 0.24%
Shares
29 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