Townsend Asset Management Corp Schwab Strategic U.S. Mid Cap Transaction History
Townsend Asset Management Corp
- $251 Million
- Q1 2024
A detailed history of Townsend Asset Management Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Townsend Asset Management Corp holds 8,797 shares of SCHM stock, worth $678,160. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,797
Previous 8,783
0.16%
Holding current value
$678,160
Previous $661,000
8.32%
% of portfolio
0.29%
Previous 0.3%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.62 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$781 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$285 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