Rock Point Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Rock Point Advisors, LLC
- $331 Million
- Q1 2024
A detailed history of Rock Point Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rock Point Advisors, LLC holds 4,820 shares of SCHM stock, worth $372,730. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,820
Previous 4,970
3.02%
Holding current value
$372,730
Previous $374,000
4.81%
% of portfolio
0.12%
Previous 0.12%
Shares
26 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$783 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio