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 $51,165. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,768
Previous 0
Infinity%
Holding current value
$51,165
Previous $107,000
7.48%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
149MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio