Blue Square Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Blue Square Asset Management, LLC
- $196 Million
- Q4 2024
A detailed history of Blue Square Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blue Square Asset Management, LLC holds 331,284 shares of SCHM stock, worth $9.67 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
331,284
Previous 108,047
206.61%
Holding current value
$9.67 Million
Previous $8.98 Million
2.25%
% of portfolio
4.69%
Previous 4.85%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
956Shares Held
138MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio