Stordahl Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Stordahl Capital Management, Inc.
- $400 Million
- Q2 2024
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 6,603 shares of SCHM stock, worth $542,964. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,603
Previous 6,603
-0.0%
Holding current value
$542,964
Previous $537,000
4.47%
% of portfolio
0.13%
Previous 0.13%
Shares
14 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$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio