Gradient Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 304,508 shares of SCHM stock, worth $7.73 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
304,508
Previous 101,869
198.92%
Holding current value
$7.73 Million
Previous $8.46 Million
0.32%
% of portfolio
2.78%
Previous 2.86%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall 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