Coldstream Capital Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Coldstream Capital Management Inc
- $3.92 Billion
- Q1 2024
A detailed history of Coldstream Capital Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Coldstream Capital Management Inc holds 43,841 shares of SCHM stock, worth $3.4 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
43,841
Previous 48,052
8.76%
Holding current value
$3.4 Million
Previous $3.62 Million
1.38%
% of portfolio
0.09%
Previous 0.1%
Shares
24 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$785 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio