Gill Capital Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Gill Capital Partners, LLC
- $259 Million
- Q4 2024
A detailed history of Gill Capital Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gill Capital Partners, LLC holds 209,743 shares of SCHM stock, worth $5.49 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
209,743
Previous 70,078
199.3%
Holding current value
$5.49 Million
Previous $5.82 Million
0.19%
% of portfolio
2.24%
Previous 2.22%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio