Rock Point Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Rock Point Advisors, LLC
- $333 Million
- Q2 2025
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 7,203 shares of SCHM stock, worth $212,200. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,203Holding current value
$212,200% of portfolio
0.06%Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,039Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio