Chandler Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Chandler Asset Management, Inc.
- $563 Million
- Q2 2025
A detailed history of Chandler Asset Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Chandler Asset Management, Inc. holds 54,117 shares of SCHM stock, worth $1.59 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
54,117
Previous 53,922
0.36%
Holding current value
$1.59 Million
Previous $1.41 Million
7.44%
% of portfolio
0.27%
Previous 0.27%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
1,039Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio