United Financial Planning Group LLC Schwab Strategic U.S. Mid Cap Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, United Financial Planning Group LLC holds 778 shares of SCHM stock, worth $23,215. This represents 0.01% of its overall portfolio holdings.
Number of Shares
778Holding current value
$23,215% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,062Shares Held
282MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.8 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$883 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$322 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$313 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$299 Million2.42% of portfolio