Rock Point Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Rock Point Advisors, LLC
- $358 Million
- Q3 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 4,879 shares of SCHM stock, worth $141,539. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,879
Previous 4,864
0.31%
Holding current value
$141,539
Previous $378,000
7.14%
% of portfolio
0.11%
Previous 0.12%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
975Shares Held
163MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$752 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 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