Ironwood Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History
Ironwood Financial, LLC
- $445 Million
- Q2 2024
A detailed history of Ironwood Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ironwood Financial, LLC holds 20,486 shares of SCHM stock, worth $1.69 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
20,486
Previous 20,933
2.14%
Holding current value
$1.69 Million
Previous $1.7 Million
6.46%
% of portfolio
0.36%
Previous 0.39%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$829 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$262 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio