Country Club Bank Schwab Strategic U.S. Mid Cap Transaction History
Country Club Bank
- $1.41 Billion
- Q2 2024
A detailed history of Country Club Bank transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Country Club Bank holds 5,000 shares of SCHM stock, worth $403,450. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$403,450
Previous $407,000
4.42%
% of portfolio
0.03%
Previous 0.03%
Shares
4 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$1.71 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$810 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$184 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$180 Million2.77% of portfolio