Strategic Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Asset Management, LLC holds 336 shares of SCHM stock, worth $9,387. This represents 0.03% of its overall portfolio holdings.
Number of Shares
336
Previous 336
-0.0%
Holding current value
$9,387
Previous $21,000
4.76%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$799 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio