Cx Institutional Schwab Strategic U.S. Mid Cap Transaction History
Cx Institutional
- $3.29 Billion
- Q3 2025
A detailed history of Cx Institutional transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cx Institutional holds 71,770 shares of SCHM stock, worth $2.11 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
71,770
Previous 121,596
40.98%
Holding current value
$2.11 Million
Previous $3.41 Million
37.64%
% of portfolio
0.06%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,051Shares Held
280MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio