Madison Park Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Madison Park Capital Advisors, LLC
- $119 Billion
- Q2 2025
A detailed history of Madison Park Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Madison Park Capital Advisors, LLC holds 65,776 shares of SCHM stock, worth $1.87 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
65,776
Previous 67,295
2.26%
Holding current value
$1.87 Million
Previous $1.76 Billion
4.64%
% of portfolio
1.55%
Previous 1.55%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$821 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$233 Million0.18% of portfolio