Fulton Breakefield Broenniman LLC Schwab Strategic U.S. Mid Cap Transaction History
Fulton Breakefield Broenniman LLC
- $1.38 Billion
- Q4 2024
A detailed history of Fulton Breakefield Broenniman LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fulton Breakefield Broenniman LLC holds 54,600 shares of SCHM stock, worth $1.39 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
54,600
Previous 18,132
201.13%
Holding current value
$1.39 Million
Previous $1.51 Million
0.4%
% of portfolio
0.11%
Previous 0.11%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio