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 $1.76 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
60,301
Previous 19,612
207.47%
Holding current value
$1.76 Million
Previous $1.63 Million
2.52%
% of portfolio
0.89%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
958Shares Held
140MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio