Cubic Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cubic Asset Management, LLC
- $417 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
990Shares Held
224MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.69 Billion3.47% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$287 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$280 Million0.81% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$216 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$213 Million2.94% of portfolio