Liberty Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Liberty Capital Management, Inc.
- $444 Million
- Q4 2024
A detailed history of Liberty Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Liberty Capital Management, Inc. holds 8,669 shares of SCHM stock, worth $226,867. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,669
Previous 2,800
209.61%
Holding current value
$226,867
Previous $232,000
3.45%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio