Integrated Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Integrated Capital Management, LLC
- $189 Million
- Q3 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 19,612 shares of SCHM stock, worth $570,316. This represents 0.86% of its overall portfolio holdings.
Number of Shares
19,612Holding current value
$570,316% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
939Shares Held
106MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$754 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$286 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$209 Million6.46% of portfolio
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High Tower Advisors, LLC Chicago, IL3.18MShares$92.4 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$69 Million0.18% of portfolio