Gill Capital Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Gill Capital Partners, LLC
- $296 Million
- Q3 2025
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 219,946 shares of SCHM stock, worth $6.41 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
219,946
Previous 218,058
0.87%
Holding current value
$6.41 Million
Previous $6.12 Million
6.59%
% of portfolio
2.2%
Previous 2.17%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
1,068Shares Held
282MCall 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