Integrated Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Integrated Capital Management, LLC
- $188 Million
- Q4 2024
A detailed history of Integrated Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Integrated Capital Management, LLC holds 60,301 shares of SCHM stock, worth $1.75 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
60,301
Previous 19,612
207.47%
Holding current value
$1.75 Million
Previous $1.63 Million
2.52%
% of portfolio
0.89%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
151MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 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$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio