Chb Investment Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Chb Investment Group, LLC
- $196 Million
- Q2 2025
A detailed history of Chb Investment Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Chb Investment Group, LLC holds 46,295 shares of SCHM stock, worth $1.35 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
46,295
Previous 48,248
4.05%
Holding current value
$1.35 Million
Previous $1.26 Million
2.77%
% of portfolio
0.66%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,059Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio