En Rich Financial Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
En Rich Financial Partners LLC
- $300 Billion
- Q4 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 2,772 shares of SCHM stock, worth $79,057. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,772
Previous 897
209.03%
Holding current value
$79,057
Previous $74.5 Million
3.06%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
990Shares Held
224MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.69 Billion3.47% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$287 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$280 Million0.81% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$216 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$213 Million2.94% of portfolio