J.W. Cole Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 51,799 shares of SCHM stock, worth $1.39 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
51,799
Previous 15,154
241.82%
Holding current value
$1.39 Million
Previous $1.26 Million
13.98%
% of portfolio
0.06%
Previous 0.05%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio