Financial Synergies Wealth Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 74,250 shares of SCHM stock, worth $6.17 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
74,250
Previous 72,913
1.83%
Holding current value
$6.17 Million
Previous $5.67 Billion
8.72%
% of portfolio
0.77%
Previous 0.76%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio