Chb Investment Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Chb Investment Group, LLC
- $184 Million
- Q4 2024
A detailed history of Chb Investment Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Chb Investment Group, LLC holds 50,318 shares of SCHM stock, worth $1.45 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
50,318
Previous 17,398
189.22%
Holding current value
$1.45 Million
Previous $1.45 Million
3.6%
% of portfolio
0.76%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
954Shares Held
124MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Fragasso Group Inc. Pittsburgh, PA3.35MShares$96.4 Million7.4% of portfolio