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 $9,280. This represents 0.03% of its overall portfolio holdings.
Number of Shares
336
Previous 336
-0.0%
Holding current value
$9,280
Previous $21,000
4.76%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
952Shares Held
109MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$716 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$272 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$198 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$65.5 Million0.18% of portfolio