Napatree Capital LLC Schwab Strategic U.S. Mid Cap Transaction History
Napatree Capital LLC
- $123 Billion
- Q2 2024
A detailed history of Napatree Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Napatree Capital LLC holds 35,308 shares of SCHM stock, worth $985,093. This represents 2.23% of its overall portfolio holdings.
Number of Shares
35,308
Previous 35,308
-0.0%
Holding current value
$985,093
Previous $2.75 Billion
-0.0%
% of portfolio
2.23%
Previous 2.23%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
924Shares Held
95.3MCall 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