Tradewinds Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Tradewinds Capital Management, LLC
- $377 Million
- Q4 2024
A detailed history of Tradewinds Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Tradewinds Capital Management, LLC holds 65,878 shares of SCHM stock, worth $1.75 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
65,878
Previous 344,046
80.85%
Holding current value
$1.75 Million
Previous $28.6 Million
93.62%
% of portfolio
0.48%
Previous 7.67%
Shares
24 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio