Texas Yale Capital Corp. Schwab Strategic U.S. Mid Cap Transaction History
Texas Yale Capital Corp.
- $2.28 Billion
- Q3 2024
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 62,815 shares of SCHM stock, worth $1.81 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
62,815
Previous 57,010
10.18%
Holding current value
$1.81 Million
Previous $4.44 Million
17.62%
% of portfolio
0.23%
Previous 0.21%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
964Shares Held
156MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$120 Million7.44% of portfolio