ETF Store, Inc. Schwab Strategic U.S. Mid Cap Transaction History
ETF Store, Inc.
- $83.5 Million
- Q2 2025
A detailed history of ETF Store, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, ETF Store, Inc. holds 50,718 shares of SCHM stock, worth $1.52 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
50,718
Previous 47,898
5.89%
Holding current value
$1.52 Million
Previous $1.25 Million
13.4%
% of portfolio
1.7%
Previous 1.58%
Shares
15 transactions
Others Institutions Holding SCHM
# of Institutions
1,042Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$888 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$308 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio