Capital Advantage, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Capital Advantage, Inc.
- $520 Million
- Q3 2024
A detailed history of Capital Advantage, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Capital Advantage, Inc. holds 68,362 shares of SCHM stock, worth $1.98 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
68,362
Previous 71,625
4.56%
Holding current value
$1.98 Million
Previous $5.57 Million
1.9%
% of portfolio
1.09%
Previous 1.15%
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