Cynosure Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cynosure Management, LLC
- $885 Million
- Q3 2025
A detailed history of Cynosure Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cynosure Management, LLC holds 50,054 shares of SCHM stock, worth $1.46 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
50,054
Previous 50,054
-0.0%
Holding current value
$1.46 Million
Previous $1.48 Million
-0.0%
% of portfolio
0.17%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares 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