Smartleaf Asset Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Smartleaf Asset Management LLC
- $1.04 Trillion
- Q1 2025
A detailed history of Smartleaf Asset Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 19,310 shares of SCHM stock, worth $522,335. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,310
Previous 2,996
544.53%
Holding current value
$522,335
Previous $82.9 Million
509.59%
% of portfolio
0.05%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.59 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$782 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$272 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$240 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$222 Million0.18% of portfolio