Sachetta, LLC Schwab Strategic U.S. Mid Cap Transaction History
Sachetta, LLC
- $253 Billion
- Q4 2024
A detailed history of Sachetta, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sachetta, LLC holds 29,125 shares of SCHM stock, worth $780,258. This represents 0.32% of its overall portfolio holdings.
Number of Shares
29,125
Previous 9,882
194.73%
Holding current value
$780,258
Previous $821 Million
1.71%
% of portfolio
0.32%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio