Sawgrass Asset Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Sawgrass Asset Management LLC
- $872 Million
- Q2 2025
A detailed history of Sawgrass Asset Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sawgrass Asset Management LLC holds 38,914 shares of SCHM stock, worth $1.1 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
38,914
Previous 38,914
-0.0%
Holding current value
$1.1 Million
Previous $1.02 Million
7.07%
% of portfolio
0.13%
Previous 0.13%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
1,025Shares Held
283MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$840 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
-
Advisory Alpha, LLC8.37MShares$238 Million7.39% of portfolio