Chicago Partners Investment Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Chicago Partners Investment Group LLC
- $2.43 Billion
- Q2 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 193,775 shares of SCHM stock, worth $16 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
193,775
Previous 179,860
7.74%
Holding current value
$16 Million
Previous $14.6 Million
2.98%
% of portfolio
0.62%
Previous 0.63%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$829 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$262 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio