First Capital Advisors Group, Llc. Schwab Strategic U.S. Mid Cap Transaction History
First Capital Advisors Group, Llc.
- $188 Million
- Q2 2023
A detailed history of First Capital Advisors Group, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First Capital Advisors Group, Llc. holds 52,007 shares of SCHM stock, worth $4.32 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
52,007
Previous 31,971
62.67%
Holding current value
$4.32 Million
Previous $2.17 Million
70.31%
% of portfolio
1.97%
Previous 1.41%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio