Hamilton Capital, LLC Schwab Strategic U.S. Mid Cap Transaction History
Hamilton Capital, LLC
- $1.37 Billion
- Q3 2024
A detailed history of Hamilton Capital, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hamilton Capital, LLC holds 14,610 shares of SCHM stock, worth $421,060. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,610
Previous 4,870
200.0%
Holding current value
$421,060
Previous $379,000
220.05%
% of portfolio
0.09%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
954Shares Held
124MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Fragasso Group Inc. Pittsburgh, PA3.35MShares$96.4 Million7.4% of portfolio