Relaxing Retirement Coach Schwab Strategic U.S. Mid Cap Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Relaxing Retirement Coach holds 100,713 shares of SCHM stock, worth $8.28 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
100,713
Previous 101,150
0.43%
Holding current value
$8.28 Million
Previous $6.86 Million
4.23%
% of portfolio
2.23%
Previous 2.36%
Shares
24 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$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio