Attessa Capital LLC Schwab Strategic U.S. Mid Cap Transaction History
Attessa Capital LLC
- $153 Billion
- Q1 2025
A detailed history of Attessa Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Attessa Capital LLC holds 9,213 shares of SCHM stock, worth $241,104. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,213
Previous 10,786
14.58%
Holding current value
$241,104
Previous $299 Million
19.24%
% of portfolio
0.16%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
273MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio