Capital Directions Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 1,768 shares of SCHM stock, worth $140,821. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,768
Previous 0
Infinity%
Holding current value
$140,821
Previous $107,000
7.48%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
910Shares Held
94.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.69 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$800 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$253 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$182 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$178 Million2.77% of portfolio