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 $2.03 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
68,362
Previous 71,625
4.56%
Holding current value
$2.03 Million
Previous $5.57 Million
1.9%
% of portfolio
1.09%
Previous 1.15%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio