Vision Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Vision Capital Management, Inc.
- $695 Million
- Q3 2024
A detailed history of Vision Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vision Capital Management, Inc. holds 22,593 shares of SCHM stock, worth $655,874. This represents 0.27% of its overall portfolio holdings.
Number of Shares
22,593
Previous 22,754
0.71%
Holding current value
$655,874
Previous $1.77 Million
6.05%
% of portfolio
0.27%
Previous 0.27%
Shares
17 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio