Column Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Column Capital Advisors, LLC
- $1.92 Billion
- Q3 2023
A detailed history of Column Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Column Capital Advisors, LLC holds 318 shares of SCHM stock, worth $9,272. This represents 0.0% of its overall portfolio holdings.
Number of Shares
318
Previous 318
-0.0%
Holding current value
$9,272
Previous $22,000
4.55%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares 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