Chb Investment Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Chb Investment Group, LLC
- $184 Million
- Q4 2024
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 50,318 shares of SCHM stock, worth $1.41 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
50,318
Previous 17,398
189.22%
Holding current value
$1.41 Million
Previous $1.45 Million
3.6%
% of portfolio
0.76%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$799 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio