Dixon Hubard Feinour & Brown Inc Schwab Strategic U.S. Mid Cap Transaction History
Dixon Hubard Feinour & Brown Inc
- $842 Million
- Q2 2022
A detailed history of Dixon Hubard Feinour & Brown Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Dixon Hubard Feinour & Brown Inc holds 246,673 shares of SCHM stock, worth $7.13 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
246,673
Previous 236,482
4.31%
Holding current value
$7.13 Million
Previous $17.9 Million
13.75%
% of portfolio
1.84%
Previous 1.8%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
144MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio