Telemus Capital, LLC Schwab Strategic U.S. Mid Cap Transaction History
Telemus Capital, LLC
- $1.2 Billion
- Q4 2023
A detailed history of Telemus Capital, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Telemus Capital, LLC holds 4,214 shares of SCHM stock, worth $122,332. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,214
Previous 4,134
1.94%
Holding current value
$122,332
Previous $279,000
13.62%
% of portfolio
0.03%
Previous 0.03%
Shares
25 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio