Naples Global Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Naples Global Advisors, LLC
- $985 Million
- Q2 2024
A detailed history of Naples Global Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Naples Global Advisors, LLC holds 15,645 shares of SCHM stock, worth $1.29 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,645
Previous 15,237
2.68%
Holding current value
$1.29 Million
Previous $1.24 Million
1.85%
% of portfolio
0.12%
Previous 0.13%
Shares
22 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$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio