Clearwater Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Clearwater Capital Advisors, LLC
- $896 Million
- Q2 2024
A detailed history of Clearwater Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 125,623 shares of SCHM stock, worth $10.4 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
125,623
Previous 125,352
0.22%
Holding current value
$10.4 Million
Previous $10.2 Million
4.21%
% of portfolio
1.09%
Previous 1.14%
Shares
29 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