Staley Capital Advisers Inc Schwab Strategic U.S. Mid Cap Transaction History
Staley Capital Advisers Inc
- $2.2 Billion
- Q3 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 22,487 shares of SCHM stock, worth $625,813. This represents 0.08% of its overall portfolio holdings.
Number of Shares
22,487
Previous 22,735
1.09%
Holding current value
$625,813
Previous $1.77 Million
5.6%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio