Capital Advisors, Ltd. LLC Schwab Strategic U.S. Mid Cap Transaction History
Capital Advisors, Ltd. LLC
- $793 Million
- Q4 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 11,735 shares of SCHM stock, worth $300,181. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,735
Previous 3,820
207.2%
Holding current value
$300,181
Previous $317,000
2.52%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio