Charles Schwab Investment Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Charles Schwab Investment Management Inc
- $601 Billion
- Q3 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 324,116 shares of SCHM stock, worth $9.45 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
324,116
Previous 86,532
274.56%
Holding current value
$9.45 Million
Previous $2.43 Million
295.8%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio