Rockbridge Investment Management, Lcc Schwab Strategic U.S. Mid Cap Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,522 shares of SCHM stock, worth $74,852. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,522Holding current value
$74,852% of portfolio
0.03%Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
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High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
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Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio