Staley Capital Advisers Inc Schwab Strategic U.S. Mid Cap Transaction History
Staley Capital Advisers Inc
- $2.2 Billion
- Q4 2024
A detailed history of Staley Capital Advisers Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Staley Capital Advisers Inc holds 67,423 shares of SCHM stock, worth $1.65 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
67,423
Previous 22,487
199.83%
Holding current value
$1.65 Million
Previous $1.87 Million
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
11 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