Smith Anglin Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History
Smith Anglin Financial, LLC
- $1.02 Billion
- Q3 2024
A detailed history of Smith Anglin Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Smith Anglin Financial, LLC holds 18,527 shares of SCHM stock, worth $520,423. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,527
Previous 20,549
9.84%
Holding current value
$520,423
Previous $1.6 Million
3.75%
% of portfolio
0.15%
Previous 0.16%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio