Ulland Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Ulland Investment Advisors, LLC
- $137 Million
- Q3 2024
A detailed history of Ulland Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 33,386 shares of SCHM stock, worth $937,812. This represents 2.03% of its overall portfolio holdings.
Number of Shares
33,386
Previous 34,800
4.06%
Holding current value
$937,812
Previous $2.71 Million
2.44%
% of portfolio
2.03%
Previous 1.88%
Shares
12 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