Consolidated Portfolio Review Corp Schwab Strategic U.S. Mid Cap Transaction History
Consolidated Portfolio Review Corp
- $632 Billion
- Q4 2024
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 45,297 shares of SCHM stock, worth $1.31 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
45,297Holding current value
$1.31 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
149MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio