Cynosure Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cynosure Management, LLC
- $615 Million
- Q2 2024
A detailed history of Cynosure Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cynosure Management, LLC holds 9,744 shares of SCHM stock, worth $284,524. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,744
Previous 9,744
-0.0%
Holding current value
$284,524
Previous $793,000
4.41%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio