Vision Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Vision Capital Management, Inc.
- $668 Million
- Q4 2024
A detailed history of Vision Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vision Capital Management, Inc. holds 67,529 shares of SCHM stock, worth $1.77 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
67,529
Previous 22,593
198.89%
Holding current value
$1.77 Million
Previous $1.88 Million
0.32%
% of portfolio
0.28%
Previous 0.27%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio