Clifford Swan Investment Counsel LLC Schwab Strategic U.S. Mid Cap Transaction History
Clifford Swan Investment Counsel LLC
- $2.66 Billion
- Q2 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 3,100 shares of SCHM stock, worth $90,520. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,100
Previous 3,100
-0.0%
Holding current value
$90,520
Previous $252,000
4.37%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio