One Day In July LLC Schwab Strategic U.S. Mid Cap Transaction History
One Day In July LLC
- $1.1 Billion
- Q2 2025
A detailed history of One Day In July LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, One Day In July LLC holds 7,875 shares of SCHM stock, worth $231,997. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,875
Previous 7,875
-0.0%
Holding current value
$231,997
Previous $206,000
6.8%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,039Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio