Highland Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Highland Capital Management, LLC
- $1.72 Billion
- Q4 2024
A detailed history of Highland Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Highland Capital Management, LLC holds 8,415 shares of SCHM stock, worth $243,193. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,415
Previous 2,933
186.91%
Holding current value
$243,193
Previous $243,000
4.12%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
144MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio