Capital Analysts, LLC Schwab Strategic U.S. Mid Cap Transaction History
Capital Analysts, LLC
- $2.45 Billion
- Q3 2024
A detailed history of Capital Analysts, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Capital Analysts, LLC holds 851 shares of SCHM stock, worth $23,785. This represents 0.0% of its overall portfolio holdings.
Number of Shares
851
Previous 687
23.87%
Holding current value
$23,785
Previous $53,000
33.96%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$725 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$201 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.1 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.3 Million0.18% of portfolio