Orca Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Orca Investment Management, LLC
- $101 Million
- Q2 2024
A detailed history of Orca Investment Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Orca Investment Management, LLC holds 13,024 shares of SCHM stock, worth $1.03 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
13,024
Previous 12,986
0.29%
Holding current value
$1.03 Million
Previous $1.06 Million
4.16%
% of portfolio
1.01%
Previous 1.02%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio