Private Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Private Capital Management LLC
- $538 Million
- Q2 2024
A detailed history of Private Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Private Capital Management LLC holds 12,883 shares of SCHM stock, worth $360,079. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,883
Previous 12,883
-0.0%
Holding current value
$360,079
Previous $1.05 Million
4.48%
% of portfolio
0.19%
Previous 0.21%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
926Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$593 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.8 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.8 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.3 Million2.77% of portfolio