Exchange Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Exchange Capital Management, Inc.
- $595 Million
- Q2 2025
A detailed history of Exchange Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Exchange Capital Management, Inc. holds 90,793 shares of SCHM stock, worth $2.64 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
90,793
Previous 102,079
11.06%
Holding current value
$2.64 Million
Previous $2.67 Million
4.79%
% of portfolio
0.43%
Previous 0.48%
Shares
33 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