Ferguson Wellman Capital Management, Inc Schwab Strategic U.S. Mid Cap Transaction History
Ferguson Wellman Capital Management, Inc
- $5.92 Billion
- Q3 2025
A detailed history of Ferguson Wellman Capital Management, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 6,843 shares of SCHM stock, worth $201,594. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,843Holding current value
$201,594% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,052Shares Held
280MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio