Columbia River Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Columbia River Financial Group, LLC
- $146 Million
- Q4 2024
A detailed history of Columbia River Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Columbia River Financial Group, LLC holds 73,469 shares of SCHM stock, worth $2.06 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
73,469Holding current value
$2.06 Million% of portfolio
1.4%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares 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$800 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