Vicus Capital Schwab Strategic U.S. Mid Cap Transaction History
Vicus Capital
- $1.12 Billion
- Q4 2024
A detailed history of Vicus Capital transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vicus Capital holds 19,929 shares of SCHM stock, worth $509,783. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,929
Previous 7,061
182.24%
Holding current value
$509,783
Previous $586,000
5.8%
% of portfolio
0.05%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio