Jackson Hole Capital Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Jackson Hole Capital Partners, LLC
- $566 Million
- Q3 2025
A detailed history of Jackson Hole Capital Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jackson Hole Capital Partners, LLC holds 1,650 shares of SCHM stock, worth $48,114. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,650
Previous 1,650
-0.0%
Holding current value
$48,114
Previous $46,000
4.35%
% of portfolio
0.01%
Previous 0.01%
Shares
4 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