Wisconsin Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Wisconsin Capital Management LLC
- $188 Million
- Q3 2024
A detailed history of Wisconsin Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wisconsin Capital Management LLC holds 12,500 shares of SCHM stock, worth $362,875. This represents 0.55% of its overall portfolio holdings.
Number of Shares
12,500
Previous 15,000
16.67%
Holding current value
$362,875
Previous $1.17 Million
11.05%
% of portfolio
0.55%
Previous 0.6%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.9MCall 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