Continental Investors Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Continental Investors Services, Inc.
- $47.2 Million
- Q4 2024
A detailed history of Continental Investors Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Continental Investors Services, Inc. holds 13,628 shares of SCHM stock, worth $361,142. This represents 0.8% of its overall portfolio holdings.
Number of Shares
13,628
Previous 4,857
180.58%
Holding current value
$361,142
Previous $403,000
6.45%
% of portfolio
0.8%
Previous 0.88%
Shares
12 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