Bowling Portfolio Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Bowling Portfolio Management LLC
- $364 Million
- Q3 2022
A detailed history of Bowling Portfolio Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bowling Portfolio Management LLC holds 12,128 shares of SCHM stock, worth $318,360. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,128
Previous 12,076
0.43%
Holding current value
$318,360
Previous $758,000
3.17%
% of portfolio
0.2%
Previous 0.19%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.56 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$751 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$265 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$199 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio