Mitchell Capital Management CO Schwab Strategic U.S. Mid Cap Transaction History
Mitchell Capital Management CO
- $548 Million
- Q2 2024
A detailed history of Mitchell Capital Management CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mitchell Capital Management CO holds 5,576 shares of SCHM stock, worth $162,819. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,576
Previous 6,100
8.59%
Holding current value
$162,819
Previous $496,000
12.7%
% of portfolio
0.08%
Previous 0.1%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio