Per Stirling Capital Management, Llc. Schwab Strategic U.S. Mid Cap Transaction History
Per Stirling Capital Management, Llc.
- $621 Billion
- Q2 2024
A detailed history of Per Stirling Capital Management, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 16,454 shares of SCHM stock, worth $1.37 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
16,454
Previous 14,306
15.01%
Holding current value
$1.37 Million
Previous $1.16 Billion
9.93%
% of portfolio
0.21%
Previous 0.19%
Shares
7 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$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio