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 $670,560. This represents 0.27% of its overall portfolio holdings.
Number of Shares
22,593
Previous 22,754
0.71%
Holding current value
$670,560
Previous $1.77 Million
6.05%
% of portfolio
0.27%
Previous 0.27%
Shares
17 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio