Integrated Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Integrated Capital Management, LLC
- $188 Million
- Q4 2024
A detailed history of Integrated Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Integrated Capital Management, LLC holds 60,301 shares of SCHM stock, worth $1.68 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
60,301
Previous 19,612
207.47%
Holding current value
$1.68 Million
Previous $1.63 Million
2.52%
% of portfolio
0.89%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$799 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio