Vanguard Personalized Indexing Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Vanguard Personalized Indexing Management, LLC
- $6.46 Billion
- Q4 2024
A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 30,044 shares of SCHM stock, worth $804,878. This represents 0.01% of its overall portfolio holdings.
Number of Shares
30,044
Previous 10,775
178.83%
Holding current value
$804,878
Previous $895,000
7.04%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio