Edge Capital Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Edge Capital Group, LLC
- $1.9 Billion
- Q4 2024
A detailed history of Edge Capital Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Edge Capital Group, LLC holds 55,551 shares of SCHM stock, worth $1.6 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
55,551
Previous 18,517
200.0%
Holding current value
$1.6 Million
Previous $1.54 Million
0.07%
% of portfolio
0.08%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
980Shares Held
173MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio