Essex LLC Schwab Strategic U.S. Mid Cap Transaction History
Essex LLC
- $470 Million
- Q4 2024
A detailed history of Essex LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Essex LLC holds 582,375 shares of SCHM stock, worth $16.3 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
582,375
Previous 193,704
200.65%
Holding current value
$16.3 Million
Previous $16.1 Million
0.27%
% of portfolio
3.43%
Previous 3.34%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio