Pca Investment Advisory Services Inc. Schwab Strategic U.S. Mid Cap Transaction History
Pca Investment Advisory Services Inc.
- $183 Million
- Q1 2025
A detailed history of Pca Investment Advisory Services Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pca Investment Advisory Services Inc. holds 111,219 shares of SCHM stock, worth $3.03 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
111,219
Previous 113,545
2.05%
Holding current value
$3.03 Million
Previous $3.15 Million
7.41%
% of portfolio
1.59%
Previous 1.48%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
283MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.6 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$787 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$273 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$241 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$223 Million0.18% of portfolio