Caitlin John, LLC Schwab Strategic U.S. Mid Cap Transaction History
Caitlin John, LLC
- $151 Billion
- Q4 2024
A detailed history of Caitlin John, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Caitlin John, LLC holds 114 shares of SCHM stock, worth $3,251. This represents 0.0% of its overall portfolio holdings.
Number of Shares
114
Previous 114
-0.0%
Holding current value
$3,251
Previous $3.32 Million
4.71%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
990Shares Held
224MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.69 Billion3.47% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$287 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$280 Million0.81% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$216 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$213 Million2.94% of portfolio