Money Concepts Capital Corp Schwab Strategic U.S. Mid Cap Transaction History
Money Concepts Capital Corp
- $1.11 Billion
- Q2 2024
A detailed history of Money Concepts Capital Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Money Concepts Capital Corp holds 102,707 shares of SCHM stock, worth $8.12 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
102,707
Previous 97,052
5.83%
Holding current value
$8.12 Million
Previous $7.9 Million
1.15%
% of portfolio
0.72%
Previous 0.75%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio