Nautilus Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Nautilus Advisors LLC
- $136 Billion
- Q2 2025
A detailed history of Nautilus Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nautilus Advisors LLC holds 23,727 shares of SCHM stock, worth $685,710. This represents 0.49% of its overall portfolio holdings.
Number of Shares
23,727
Previous 23,725
0.01%
Holding current value
$685,710
Previous $622 Million
7.07%
% of portfolio
0.49%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,042Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.74 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$856 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$306 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$297 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$274 Million3.22% of portfolio