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 $1.37 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
51,799
Previous 15,154
241.82%
Holding current value
$1.37 Million
Previous $1.26 Million
13.98%
% of portfolio
0.06%
Previous 0.05%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio