Cx Institutional Schwab Strategic U.S. Mid Cap Transaction History
Cx Institutional
- $2.87 Billion
- Q2 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 121,596 shares of SCHM stock, worth $3.51 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
121,596
Previous 121,596
-0.0%
Holding current value
$3.51 Million
Previous $3.41 Million
-0.0%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,019Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.7 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$836 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$290 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$256 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$237 Million0.18% of portfolio