Vision Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Vision Capital Management, Inc.
- $660 Million
- Q2 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 22,754 shares of SCHM stock, worth $1.89 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
22,754
Previous 23,133
1.64%
Holding current value
$1.89 Million
Previous $1.88 Million
6.0%
% of portfolio
0.27%
Previous 0.29%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio