Sawtooth Solutions, LLC Schwab Strategic U.S. Mid Cap Transaction History
Sawtooth Solutions, LLC
- $3.64 Billion
- Q4 2023
A detailed history of Sawtooth Solutions, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sawtooth Solutions, LLC holds 196,912 shares of SCHM stock, worth $15.6 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
196,912
Previous 187,379
5.09%
Holding current value
$15.6 Million
Previous $12.7 Million
16.95%
% of portfolio
0.41%
Previous 0.41%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio