Shaker Investments LLC Schwab Strategic U.S. Mid Cap Transaction History
Shaker Investments LLC
- $234 Million
- Q1 2024
A detailed history of Shaker Investments LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Shaker Investments LLC holds 2,563 shares of SCHM stock, worth $204,168. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,563
Previous 2,683
4.47%
Holding current value
$204,168
Previous $202,000
2.97%
% of portfolio
0.09%
Previous 0.09%
Shares
9 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