One Day In July LLC Schwab Strategic U.S. Mid Cap Transaction History
One Day In July LLC
- $1.18 Billion
- Q3 2025
A detailed history of One Day In July LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, One Day In July LLC holds 7,875 shares of SCHM stock, worth $229,635. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,875
Previous 7,875
-0.0%
Holding current value
$229,635
Previous $220,000
5.91%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,066Shares Held
281MCall 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