Colorado Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Colorado Capital Management, Inc.
- $206 Million
- Q4 2024
A detailed history of Colorado Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 127,141 shares of SCHM stock, worth $3.37 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
127,141
Previous 64,929
95.82%
Holding current value
$3.37 Million
Previous $5.4 Million
34.7%
% of portfolio
1.71%
Previous 2.66%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio