Texas Yale Capital Corp. Schwab Strategic U.S. Mid Cap Transaction History
Texas Yale Capital Corp.
- $2.24 Billion
- Q1 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 56,768 shares of SCHM stock, worth $4.39 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
56,768
Previous 56,654
0.2%
Holding current value
$4.39 Million
Previous $4.27 Million
8.32%
% of portfolio
0.21%
Previous 0.2%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$783 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio