Dowling & Yahnke LLC Schwab Strategic U.S. Mid Cap Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Dowling & Yahnke LLC holds 3,873 shares of SCHM stock, worth $112,743. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,873
Previous 4,112
5.81%
Holding current value
$112,743
Previous $258,000
9.3%
% of portfolio
0.11%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
1,019Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$842 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$292 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$258 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$239 Million0.18% of portfolio