Curtis Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Curtis Advisory Group, LLC
- $334 Million
- Q3 2024
A detailed history of Curtis Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 5,664 shares of SCHM stock, worth $163,689. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,664
Previous 5,757
1.62%
Holding current value
$163,689
Previous $448,000
4.91%
% of portfolio
0.14%
Previous 0.17%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
144MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 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$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio