Enclave Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Enclave Advisors LLC
- $590 Billion
- Q3 2024
A detailed history of Enclave Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Enclave Advisors LLC holds 5,294 shares of SCHM stock, worth $146,220. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,294Holding current value
$146,220% of portfolio
0.07%Shares
1 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$716 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$272 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$198 Million6.46% of portfolio
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High Tower Advisors, LLC Chicago, IL3.26MShares$90 Million0.4% of portfolio
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Northwestern Mutual Wealth Management CO2.37MShares$65.5 Million0.18% of portfolio