Marquette Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Marquette Asset Management, LLC
- $611 Million
- Q4 2024
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 99,468 shares of SCHM stock, worth $2.77 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
99,468
Previous 33,278
198.9%
Holding current value
$2.77 Million
Previous $2.77 Million
0.33%
% of portfolio
0.45%
Previous 0.44%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,012Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$798 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$281 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio