D.B. Root & Company, LLC Schwab Strategic U.S. Mid Cap Transaction History
D.B. Root & Company, LLC
- $304 Million
- Q4 2024
A detailed history of D.B. Root & Company, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, D.B. Root & Company, LLC holds 80,244 shares of SCHM stock, worth $2.11 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
80,244
Previous 18,014
345.45%
Holding current value
$2.11 Million
Previous $1.5 Million
48.6%
% of portfolio
0.73%
Previous 0.51%
Shares
26 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.56 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$751 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$265 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$199 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio