Marietta Investment Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
Marietta Investment Partners LLC
- $451 Million
- Q2 2024
A detailed history of Marietta Investment Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Marietta Investment Partners LLC holds 4,574 shares of SCHM stock, worth $132,783. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,574
Previous 4,695
2.58%
Holding current value
$132,783
Previous $382,000
7.07%
% of portfolio
0.08%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio