Texas Yale Capital Corp. Schwab Strategic U.S. Mid Cap Transaction History
Texas Yale Capital Corp.
- $3.15 Billion
- Q3 2025
A detailed history of Texas Yale Capital Corp. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Texas Yale Capital Corp. holds 184,139 shares of SCHM stock, worth $5.37 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
184,139
Previous 177,594
3.69%
Holding current value
$5.37 Million
Previous $4.98 Million
9.56%
% of portfolio
0.17%
Previous 0.16%
Shares
33 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio