Kavar Capital Partners Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kavar Capital Partners Group, LLC
- $554 Million
- Q2 2024
A detailed history of Kavar Capital Partners Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 81,265 shares of SCHM stock, worth $6.72 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
81,265
Previous 79,473
2.25%
Holding current value
$6.72 Million
Previous $6.47 Million
2.27%
% of portfolio
1.14%
Previous 1.2%
Shares
15 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$830 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$263 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$189 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio