One Day In July LLC Schwab Strategic U.S. Mid Cap Transaction History
One Day In July LLC
- $954 Million
- Q4 2024
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 $225,776. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,875
Previous 2,625
200.0%
Holding current value
$225,776
Previous $218,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
989Shares Held
186MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.7 Billion3.47% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$289 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$282 Million0.81% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$217 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$214 Million2.94% of portfolio