Cozad Asset Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Cozad Asset Management Inc
- $995 Million
- Q2 2024
A detailed history of Cozad Asset Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cozad Asset Management Inc holds 10,598 shares of SCHM stock, worth $871,473. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,598
Previous 10,598
-0.0%
Holding current value
$871,473
Previous $862,000
4.41%
% of portfolio
0.08%
Previous 0.09%
Shares
7 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$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio