Smithbridge Asset Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Smithbridge Asset Management Inc
- $533 Million
- Q1 2025
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 227,193 shares of SCHM stock, worth $5.57 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
227,193
Previous 83,876
170.87%
Holding current value
$5.57 Million
Previous $6.97 Million
14.69%
% of portfolio
1.11%
Previous 1.22%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio