Curbstone Financial Management Corp Schwab Strategic U.S. Mid Cap Transaction History
Curbstone Financial Management Corp
- $470 Million
- Q1 2025
A detailed history of Curbstone Financial Management Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Curbstone Financial Management Corp holds 517,989 shares of SCHM stock, worth $12.7 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
517,989
Previous 522,289
0.82%
Holding current value
$12.7 Million
Previous $14.5 Million
6.34%
% of portfolio
2.88%
Previous 3.13%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$183 Million2.94% of portfolio