Sea Bridge Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Sea Bridge Investment Advisors LLC
- $470 Million
- Q4 2024
A detailed history of Sea Bridge Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sea Bridge Investment Advisors LLC holds 20,891 shares of SCHM stock, worth $546,717. This represents 0.12% of its overall portfolio holdings.
Number of Shares
20,891Holding current value
$546,717% of portfolio
0.12%Shares
1 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
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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