Texas Yale Capital Corp. Schwab Strategic U.S. Mid Cap Transaction History
Texas Yale Capital Corp.
- $3.03 Billion
- Q2 2025
A detailed history of Texas Yale Capital Corp. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Texas Yale Capital Corp. holds 177,594 shares of SCHM stock, worth $5.33 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
177,594
Previous 225,472
21.23%
Holding current value
$5.33 Million
Previous $5.91 Million
15.68%
% of portfolio
0.16%
Previous 0.24%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
1,042Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$888 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$308 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio