Breed'S Hill Capital LLC Schwab Strategic U.S. Mid Cap Transaction History
Breed'S Hill Capital LLC
- $191 Billion
- Q4 2024
A detailed history of Breed'S Hill Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Breed'S Hill Capital LLC holds 97,350 shares of SCHM stock, worth $2.61 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
97,350
Previous 32,450
200.0%
Holding current value
$2.61 Million
Previous $2.7 Billion
0.05%
% of portfolio
1.41%
Previous 2.21%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio