Jackson Hole Capital Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Jackson Hole Capital Partners, LLC
- $437 Million
- Q1 2024
A detailed history of Jackson Hole Capital Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jackson Hole Capital Partners, LLC holds 550 shares of SCHM stock, worth $42,531. This represents 0.01% of its overall portfolio holdings.
Number of Shares
550
Previous 550
-0.0%
Holding current value
$42,531
Previous $41,000
7.32%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$783 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio