Chandler Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Chandler Asset Management, Inc.
- $531 Million
- Q3 2024
A detailed history of Chandler Asset Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Chandler Asset Management, Inc. holds 17,847 shares of SCHM stock, worth $518,098. This represents 0.28% of its overall portfolio holdings.
Number of Shares
17,847
Previous 17,720
0.72%
Holding current value
$518,098
Previous $1.38 Million
7.47%
% of portfolio
0.28%
Previous 0.28%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio