Osterweis Capital Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Osterweis Capital Management Inc
- $1.55 Billion
- Q2 2024
A detailed history of Osterweis Capital Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Osterweis Capital Management Inc holds 10,147 shares of SCHM stock, worth $834,387. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,147Holding current value
$834,387% of portfolio
0.05%Shares
5 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$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio