Genesee Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Genesee Capital Advisors, LLC
- $194 Million
- Q1 2025
A detailed history of Genesee Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Genesee Capital Advisors, LLC holds 13,457 shares of SCHM stock, worth $341,807. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,457
Previous 13,417
0.3%
Holding current value
$341,807
Previous $371,000
5.12%
% of portfolio
0.18%
Previous 0.18%
Shares
5 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