Pom Investment Strategies, LLC Schwab Strategic U.S. Mid Cap Transaction History
Pom Investment Strategies, LLC
- $133 Billion
- Q4 2024
A detailed history of Pom Investment Strategies, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pom Investment Strategies, LLC holds 375 shares of SCHM stock, worth $9,813. This represents 0.01% of its overall portfolio holdings.
Number of Shares
375
Previous 125
200.0%
Holding current value
$9,813
Previous $10.4 Million
0.05%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,008Shares Held
273MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio