Chesley Taft & Associates LLC Schwab Strategic U.S. Mid Cap Transaction History
Chesley Taft & Associates LLC
- $2.47 Billion
- Q4 2025
A detailed history of Chesley Taft & Associates LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 6,677 shares of SCHM stock, worth $194,701. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,677Holding current value
$194,701% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,066Shares 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
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Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio