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 $185,593. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,566
Previous 2,522
200.0%
Holding current value
$185,593
Previous $210 Million
0.05%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio