Thoroughbred Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Thoroughbred Financial Services, LLC
- $1.55 Billion
- Q3 2024
A detailed history of Thoroughbred Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Thoroughbred Financial Services, LLC holds 11,692 shares of SCHM stock, worth $336,145. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,692
Previous 12,521
6.62%
Holding current value
$336,145
Previous $974,000
0.31%
% of portfolio
0.06%
Previous 0.07%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
989Shares Held
186MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$218 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$215 Million2.94% of portfolio