Tradewinds Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Tradewinds Capital Management, LLC
- $361 Million
- Q1 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 212,905 shares of SCHM stock, worth $16.4 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
212,905Holding current value
$16.4 Million% of portfolio
4.8%Shares
21 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$1.62 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