Smithbridge Asset Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Smithbridge Asset Management Inc
- $478 Million
- Q2 2024
A detailed history of Smithbridge Asset Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Smithbridge Asset Management Inc holds 87,260 shares of SCHM stock, worth $7.04 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
87,260
Previous 87,342
0.09%
Holding current value
$7.04 Million
Previous $7.11 Million
4.51%
% of portfolio
1.42%
Previous 1.47%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.71 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$810 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$184 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$180 Million2.77% of portfolio