Cresset Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cresset Asset Management, LLC
- $25.6 Billion
- Q3 2024
A detailed history of Cresset Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cresset Asset Management, LLC holds 126,449 shares of SCHM stock, worth $3.65 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
126,449
Previous 94,819
33.36%
Holding current value
$3.65 Million
Previous $7.38 Million
42.38%
% of portfolio
0.04%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio