Raleigh Capital Management Inc. Schwab Strategic U.S. Mid Cap Transaction History
Raleigh Capital Management Inc.
- $253 Million
- Q4 2024
A detailed history of Raleigh Capital Management Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Raleigh Capital Management Inc. holds 255 shares of SCHM stock, worth $7,379. This represents 0.0% of its overall portfolio holdings.
Number of Shares
255
Previous 85
200.0%
Holding current value
$7,379
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
149MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio