Rossby Financial, Lcc Schwab Strategic U.S. Mid Cap Transaction History
Rossby Financial, Lcc
- $307 Billion
- Q3 2025
A detailed history of Rossby Financial, Lcc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rossby Financial, Lcc holds 35 shares of SCHM stock, worth $1,020. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35
Previous 43
18.6%
Holding current value
$1,020
Previous $1.21 Million
13.6%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,059Shares 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