Smith, Moore & Co. Schwab Strategic U.S. Mid Cap Transaction History
Smith, Moore & Co.
- $1.05 Billion
- Q4 2024
A detailed history of Smith, Moore & Co. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Smith, Moore & Co. holds 58,207 shares of SCHM stock, worth $1.56 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
58,207
Previous 19,600
196.97%
Holding current value
$1.56 Million
Previous $1.63 Million
0.98%
% of portfolio
0.15%
Previous 0.16%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio