Carmichael Hill & Associates, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Carmichael Hill & Associates, Inc.
- $279 Million
- Q3 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 44,889 shares of SCHM stock, worth $1.26 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
44,889
Previous 43,983
2.06%
Holding current value
$1.26 Million
Previous $3.42 Million
8.94%
% of portfolio
1.34%
Previous 1.36%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio