Saxony Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Saxony Capital Management, LLC
- $82.9 Billion
- Q1 2024
A detailed history of Saxony Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Saxony Capital Management, LLC holds 2,995 shares of SCHM stock, worth $238,581. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,995Holding current value
$238,581% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
899Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.68 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$807 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$294 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$165 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$159 Million2.99% of portfolio