Marquette Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Marquette Asset Management, LLC
- $566 Million
- Q1 2025
A detailed history of Marquette Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Marquette Asset Management, LLC holds 88,528 shares of SCHM stock, worth $2.27 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
88,528
Previous 99,468
11.0%
Holding current value
$2.27 Million
Previous $2.76 Million
15.97%
% of portfolio
0.41%
Previous 0.45%
Shares
31 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$733 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$290 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio