Berkeley, Inc Schwab Strategic U.S. Mid Cap Transaction History

Berkeley, Inc

$124 Billion
Q4 2020

A detailed history of Berkeley, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Berkeley, Inc holds 11,804 shares of SCHM stock, worth $329,803. This represents 0.65% of its overall portfolio holdings.

Number of Shares

11,804

Holding current value

$329,803

% of portfolio

0.65%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 28, 2025	BUY	$55.93 - $68.45 $660,197 - $807,983	11,804 New	11,804 $805 Million

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

Financial Engines Advisors L.L.C. Santa Clara, CA

59.4M
Shares

$1.66 Billion
3.47% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$799 Million
0.77% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$282 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$212 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$209 Million
2.94% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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