Capital Directions Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 1,768 shares of SCHM stock, worth $49,415. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,768
Previous 0
Infinity%
Holding current value
$49,415
Previous $107,000
7.48%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
926Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$593 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.8 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.8 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.3 Million2.77% of portfolio