Twele Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Twele Capital Management, Inc.
- $441 Million
- Q2 2024
A detailed history of Twele Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Twele Capital Management, Inc. holds 6,345 shares of SCHM stock, worth $501,508. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,345
Previous 6,345
-0.0%
Holding current value
$501,508
Previous $516,000
4.46%
% of portfolio
0.11%
Previous 0.12%
Shares
26 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio