Cra Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cra Financial Services, LLC
- $544 Million
- Q1 2025
A detailed history of Cra Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cra Financial Services, LLC holds 84,677 shares of SCHM stock, worth $2.15 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
84,677
Previous 89,984
5.9%
Holding current value
$2.15 Million
Previous $2.49 Million
11.15%
% of portfolio
0.41%
Previous 0.46%
Shares
26 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$190 Million2.94% of portfolio