Next Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Next Capital Management LLC
- $244 Million
- Q4 2024
A detailed history of Next Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Next Capital Management LLC holds 8,094 shares of SCHM stock, worth $226,470. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,094
Previous 2,697
200.11%
Holding current value
$226,470
Previous $224,000
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio