Highland Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Highland Capital Management, LLC
- $1.96 Billion
- Q3 2025
A detailed history of Highland Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Highland Capital Management, LLC holds 11,190 shares of SCHM stock, worth $326,300. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,190
Previous 11,190
-0.0%
Holding current value
$326,300
Previous $313,000
5.75%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,067Shares 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