Northwest Capital Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Northwest Capital Management Inc
- $225 Million
- Q4 2024
A detailed history of Northwest Capital Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Northwest Capital Management Inc holds 196,309 shares of SCHM stock, worth $5.27 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
196,309
Previous 68,977
184.6%
Holding current value
$5.27 Million
Previous $5.73 Million
5.1%
% of portfolio
2.41%
Previous 2.13%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio