Exchange Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Exchange Capital Management, Inc.
- $598 Million
- Q2 2024
A detailed history of Exchange Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Exchange Capital Management, Inc. holds 61,315 shares of SCHM stock, worth $1.71 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
61,315
Previous 70,492
13.02%
Holding current value
$1.71 Million
Previous $5.74 Million
16.86%
% of portfolio
0.8%
Previous 0.96%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
927Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$592 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.6 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.7 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.2 Million2.77% of portfolio