Cary Street Partners Financial LLC Schwab Strategic U.S. Mid Cap Transaction History
Cary Street Partners Financial LLC
- $3.07 Trillion
- Q4 2024
A detailed history of Cary Street Partners Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 297,860 shares of SCHM stock, worth $7.79 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
297,860Holding current value
$7.79 Million% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall 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
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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