Millstone Evans Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Millstone Evans Group, LLC
- $147 Billion
- Q4 2024
A detailed history of Millstone Evans Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Millstone Evans Group, LLC holds 2,004 shares of SCHM stock, worth $57,895. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,004Holding current value
$57,895% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
994Shares Held
237MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.72 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$826 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$291 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$219 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$216 Million2.94% of portfolio