West Coast Financial LLC Schwab Strategic U.S. Mid Cap Transaction History
West Coast Financial LLC
- $907 Million
- Q4 2024
A detailed history of West Coast Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, West Coast Financial LLC holds 17,400 shares of SCHM stock, worth $467,364. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,400
Previous 5,800
200.0%
Holding current value
$467,364
Previous $481,000
0.21%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio