Stordahl Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Stordahl Capital Management, Inc.
- $450 Million
- Q2 2025
A detailed history of Stordahl Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stordahl Capital Management, Inc. holds 19,476 shares of SCHM stock, worth $552,144. This represents 0.12% of its overall portfolio holdings.
Number of Shares
19,476
Previous 19,639
0.83%
Holding current value
$552,144
Previous $514,000
6.23%
% of portfolio
0.12%
Previous 0.12%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
1,026Shares Held
285MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$300 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$291 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$251 Million3.25% of portfolio