En Rich Financial Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
En Rich Financial Partners LLC
- $299 Billion
- Q3 2024
A detailed history of En Rich Financial Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, En Rich Financial Partners LLC holds 897 shares of SCHM stock, worth $26,622. This represents 0.02% of its overall portfolio holdings.
Number of Shares
897
Previous 899
0.22%
Holding current value
$26,622
Previous $70 Million
6.52%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio