Tucker Asset Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Tucker Asset Management LLC
- $458 Billion
- Q2 2024
A detailed history of Tucker Asset Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Tucker Asset Management LLC holds 248 shares of SCHM stock, worth $7,360. This represents 0.0% of its overall portfolio holdings.
Number of Shares
248
Previous 248
-0.0%
Holding current value
$7,360
Previous $20.2 Million
4.42%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio