Marietta Investment Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
Marietta Investment Partners LLC
- $461 Million
- Q3 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 3,631 shares of SCHM stock, worth $108,530. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,631
Previous 4,574
20.62%
Holding current value
$108,530
Previous $355,000
15.21%
% of portfolio
0.07%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$775 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$294 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$97.4 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.9 Million0.18% of portfolio