Cary Street Partners Investment Advisory LLC Schwab Strategic U.S. Mid Cap Transaction History
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 98,646 shares of SCHM stock, worth $2.72 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
98,646
Previous 100,582
1.92%
Holding current value
$2.72 Million
Previous $7.83 Million
4.7%
% of portfolio
0.31%
Previous 0.32%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio