Chandler Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Chandler Asset Management, Inc.
- $531 Million
- Q3 2024
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 17,847 shares of SCHM stock, worth $529,698. This represents 0.28% of its overall portfolio holdings.
Number of Shares
17,847
Previous 17,720
0.72%
Holding current value
$529,698
Previous $1.38 Million
7.47%
% of portfolio
0.28%
Previous 0.28%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio