Hollencrest Capital Management Schwab Strategic U.S. Mid Cap Transaction History
Hollencrest Capital Management
- $2.36 Billion
- Q3 2024
A detailed history of Hollencrest Capital Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hollencrest Capital Management holds 197 shares of SCHM stock, worth $5,772. This represents 0.0% of its overall portfolio holdings.
Number of Shares
197
Previous 197
-0.0%
Holding current value
$5,772
Previous $15,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
949Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$760 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$288 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$95.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$69.5 Million0.18% of portfolio