Ulland Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Ulland Investment Advisors, LLC
- $120 Million
- Q1 2025
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 94,172 shares of SCHM stock, worth $2.31 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
94,172
Previous 103,979
9.43%
Holding current value
$2.31 Million
Previous $2.88 Million
14.37%
% of portfolio
2.06%
Previous 1.84%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
1,008Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$183 Million2.94% of portfolio