North Capital, Inc. Schwab Strategic U.S. Mid Cap Transaction History
North Capital, Inc.
- $106 Billion
- Q1 2025
A detailed history of North Capital, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, North Capital, Inc. holds 3,048 shares of SCHM stock, worth $78,150. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,048Holding current value
$78,150% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$733 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$290 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio