Silicon Valley Capital Partners Schwab Strategic U.S. Mid Cap Transaction History
Silicon Valley Capital Partners
- $767 Million
- Q3 2024
A detailed history of Silicon Valley Capital Partners transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Silicon Valley Capital Partners holds 251 shares of SCHM stock, worth $6,985. This represents 0.0% of its overall portfolio holdings.
Number of Shares
251
Previous 249
0.8%
Holding current value
$6,985
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio