John W. Brooker & Co., Cp As Schwab Strategic U.S. Mid Cap Transaction History
John W. Brooker & Co., Cp As
- $197 Million
- Q3 2024
A detailed history of John W. Brooker & Co., Cp As transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, John W. Brooker & Co., Cp As holds 83,889 shares of SCHM stock, worth $2.34 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
83,889
Previous 82,447
1.75%
Holding current value
$2.34 Million
Previous $6.42 Million
8.63%
% of portfolio
3.54%
Previous 3.5%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
927Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$592 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.6 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.7 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.2 Million2.77% of portfolio