Vivaldi Capital Management LP Schwab Strategic U.S. Mid Cap Transaction History
Vivaldi Capital Management LP
- $636 Million
- Q4 2024
A detailed history of Vivaldi Capital Management LP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vivaldi Capital Management LP holds 124,515 shares of SCHM stock, worth $3.3 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
124,515
Previous 38,341
224.76%
Holding current value
$3.3 Million
Previous $3.19 Million
8.32%
% of portfolio
0.54%
Previous 0.94%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio