Cheviot Value Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cheviot Value Management, LLC
- $927 Million
- Q3 2025
A detailed history of Cheviot Value Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cheviot Value Management, LLC holds 108 shares of SCHM stock, worth $3,190. This represents 0.0% of its overall portfolio holdings.
Number of Shares
108
Previous 108
-0.0%
Holding current value
$3,190
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,056Shares Held
282MCall 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$874 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$313 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$280 Million3.22% of portfolio