Smartleaf Asset Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Smartleaf Asset Management LLC
- $1.62 Trillion
- Q3 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 32,057 shares of SCHM stock, worth $934,782. This represents 0.06% of its overall portfolio holdings.
Number of Shares
32,057
Previous 13,927
130.18%
Holding current value
$934,782
Previous $389 Million
143.93%
% of portfolio
0.06%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,059Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio