Rockbridge Investment Management, Lcc Schwab Strategic U.S. Mid Cap Transaction History
Rockbridge Investment Management, Lcc
- $780 Billion
- Q4 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 7,566 shares of SCHM stock, worth $198,002. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,566
Previous 2,522
200.0%
Holding current value
$198,002
Previous $210 Million
0.05%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall 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