Clear Investment Research, LLC Schwab Strategic U.S. Mid Cap Transaction History
Clear Investment Research, LLC
- $75.4 Million
- Q4 2024
A detailed history of Clear Investment Research, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clear Investment Research, LLC holds 40,613 shares of SCHM stock, worth $1.13 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
40,613
Previous 13,554
199.64%
Holding current value
$1.13 Million
Previous $1.13 Million
0.09%
% of portfolio
1.49%
Previous 1.47%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
1,012Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$798 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$281 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio