Motco Schwab Strategic U.S. Mid Cap Transaction History
Motco
- $966 Million
- Q4 2024
A detailed history of Motco transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Motco holds 2,032 shares of SCHM stock, worth $54,437. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,032
Previous 800
154.0%
Holding current value
$54,437
Previous $66,000
15.15%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio