Legacy Bridge, LLC Schwab Strategic U.S. Mid Cap Transaction History
Legacy Bridge, LLC
- $165 Million
- Q2 2024
A detailed history of Legacy Bridge, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Legacy Bridge, LLC holds 14,940 shares of SCHM stock, worth $1.24 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
14,940
Previous 14,940
-0.0%
Holding current value
$1.24 Million
Previous $1.22 Million
4.44%
% of portfolio
0.71%
Previous 0.73%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.9MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio