Ulland Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Ulland Investment Advisors, LLC
- $137 Million
- Q3 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 33,386 shares of SCHM stock, worth $921,787. This represents 2.03% of its overall portfolio holdings.
Number of Shares
33,386
Previous 34,800
4.06%
Holding current value
$921,787
Previous $2.71 Million
2.44%
% of portfolio
2.03%
Previous 1.88%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio