Curbstone Financial Management Corp Schwab Strategic U.S. Mid Cap Transaction History
Curbstone Financial Management Corp
- $458 Million
- Q3 2024
A detailed history of Curbstone Financial Management Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Curbstone Financial Management Corp holds 176,517 shares of SCHM stock, worth $5.09 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
176,517
Previous 184,007
4.07%
Holding current value
$5.09 Million
Previous $14.3 Million
2.41%
% of portfolio
3.21%
Previous 3.17%
Shares
30 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