May Barnhard Investments LLC Schwab Strategic U.S. Mid Cap Transaction History
May Barnhard Investments LLC
- $210 Billion
- Q4 2024
A detailed history of May Barnhard Investments LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, May Barnhard Investments LLC holds 261,314 shares of SCHM stock, worth $7.51 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
261,314Holding current value
$7.51 Million% of portfolio
3.44%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
983Shares Held
177MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$215 Million2.94% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio