Brookstone Capital Management Schwab Strategic U.S. Mid Cap Transaction History
Brookstone Capital Management
- $6.01 Billion
- Q3 2024
A detailed history of Brookstone Capital Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brookstone Capital Management holds 58,625 shares of SCHM stock, worth $1.62 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
58,625
Previous 56,055
4.58%
Holding current value
$1.62 Million
Previous $4.36 Million
11.67%
% of portfolio
0.08%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio