Jpmorgan Chase & CO Schwab Strategic U.S. Mid Cap Transaction History
Jpmorgan Chase & CO
- $1.22 Trillion
- Q3 2024
A detailed history of Jpmorgan Chase & CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jpmorgan Chase & CO holds 186,524 shares of SCHM stock, worth $5.39 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
186,524
Previous 199,528
6.52%
Holding current value
$5.39 Million
Previous $15.5 Million
0.2%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
144MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio