Victrix Investment Advisors Schwab Strategic U.S. Mid Cap Transaction History
Victrix Investment Advisors
- $226 Billion
- Q2 2025
A detailed history of Victrix Investment Advisors transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Victrix Investment Advisors holds 183,852 shares of SCHM stock, worth $5.48 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
183,852
Previous 186,491
1.42%
Holding current value
$5.48 Million
Previous $4.74 Billion
8.7%
% of portfolio
2.28%
Previous 2.49%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,040Shares Held
283MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.8 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$882 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$315 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$306 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$282 Million3.22% of portfolio