Stordahl Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Stordahl Capital Management, Inc.
- $423 Million
- Q3 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 $183,761. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,603
Previous 6,603
-0.0%
Holding current value
$183,761
Previous $513,000
6.82%
% of portfolio
0.13%
Previous 0.13%
Shares
14 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