Forte Capital LLC Schwab Strategic U.S. Mid Cap Transaction History
Forte Capital LLC
- $840 Million
- Q4 2024
A detailed history of Forte Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Forte Capital LLC holds 38,461 shares of SCHM stock, worth $1.11 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
38,461
Previous 13,429
186.4%
Holding current value
$1.11 Million
Previous $1.12 Million
4.48%
% of portfolio
0.13%
Previous 0.13%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,001Shares Held
268MCall Options Held
13.2KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.72 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$826 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$291 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$219 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$216 Million2.94% of portfolio