Cresset Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cresset Asset Management, LLC
- $20.6 Billion
- Q1 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 95,845 shares of SCHM stock, worth $7.43 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
95,845
Previous 91,407
4.86%
Holding current value
$7.43 Million
Previous $6.88 Million
13.36%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$785 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio