Pca Investment Advisory Services Inc. Schwab Strategic U.S. Mid Cap Transaction History
Pca Investment Advisory Services Inc.
- $175 Million
- Q1 2024
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 40,307 shares of SCHM stock, worth $3.25 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
40,307
Previous 38,851
3.75%
Holding current value
$3.25 Million
Previous $2.93 Million
12.17%
% of portfolio
1.87%
Previous 1.95%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.7 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$817 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$298 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio