Breakthru Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Breakthru Advisory Services, LLC
- $152 Billion
- Q3 2025
A detailed history of Breakthru Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Breakthru Advisory Services, LLC holds 9,436 shares of SCHM stock, worth $278,739. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,436Holding current value
$278,739% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,056Shares Held
282MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$874 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$313 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$280 Million3.22% of portfolio