Carmichael Hill & Associates, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Carmichael Hill & Associates, Inc.
- $253 Million
- Q2 2024
A detailed history of Carmichael Hill & Associates, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Carmichael Hill & Associates, Inc. holds 43,983 shares of SCHM stock, worth $3.62 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
43,983
Previous 42,264
4.07%
Holding current value
$3.62 Million
Previous $3.44 Million
0.52%
% of portfolio
1.36%
Previous 1.37%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio