Adviser Investments LLC Schwab Strategic U.S. Mid Cap Transaction History
Adviser Investments LLC
- $7.85 Billion
- Q1 2025
A detailed history of Adviser Investments LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Adviser Investments LLC holds 37,383 shares of SCHM stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
37,383
Previous 38,322
2.45%
Holding current value
$1.02 Million
Previous $1.06 Million
7.73%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.6 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$787 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$273 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$241 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$223 Million0.18% of portfolio