Macroview Investment Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Macroview Investment Management LLC
- $96.8 Million
- Q3 2024
A detailed history of Macroview Investment Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Macroview Investment Management LLC holds 931 shares of SCHM stock, worth $26,905. This represents 0.08% of its overall portfolio holdings.
Number of Shares
931
Previous 916
1.64%
Holding current value
$26,905
Previous $71,000
8.45%
% of portfolio
0.08%
Previous 0.08%
Shares
25 transactions
Others Institutions Holding SCHM
# of Institutions
967Shares Held
147MCall 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