Capital Insight Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Capital Insight Partners, LLC
- $565 Million
- Q3 2024
A detailed history of Capital Insight Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Capital Insight Partners, LLC holds 2,433 shares of SCHM stock, worth $71,043. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,433Holding current value
$71,043% of portfolio
0.04%Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio