Ulland Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Ulland Investment Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Ulland Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 103,979 shares of SCHM stock, worth $2.76 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
103,979
Previous 33,386
211.44%
Holding current value
$2.76 Million
Previous $2.77 Million
3.86%
% of portfolio
1.84%
Previous 2.03%
Shares
13 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