Midwest Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Midwest Capital Advisors, LLC
- $163 Billion
- Q1 2025
A detailed history of Midwest Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Midwest Capital Advisors, LLC holds 32,585 shares of SCHM stock, worth $887,289. This represents 0.52% of its overall portfolio holdings.
Number of Shares
32,585
Previous 38,988
16.42%
Holding current value
$887,289
Previous $1.08 Billion
20.98%
% of portfolio
0.52%
Previous 0.79%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.6 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$787 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$273 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$241 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$223 Million0.18% of portfolio