Clearwater Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Clearwater Capital Advisors, LLC
- $967 Million
- Q4 2024
A detailed history of Clearwater Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 405,798 shares of SCHM stock, worth $11.3 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
405,798
Previous 130,298
211.44%
Holding current value
$11.3 Million
Previous $10.8 Million
3.86%
% of portfolio
1.16%
Previous 1.11%
Shares
31 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