Caldwell Sutter Capital, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Caldwell Sutter Capital, Inc.
- $234 Billion
- Q3 2025
A detailed history of Caldwell Sutter Capital, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 131 shares of SCHM stock, worth $3,819. This represents 0.0% of its overall portfolio holdings.
Number of Shares
131Holding current value
$3,819% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
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Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio