Advisor Group Holdings, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Advisor Group Holdings, Inc.
- $40.6 Billion
- Q2 2024
A detailed history of Advisor Group Holdings, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 122,842 shares of SCHM stock, worth $10.1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
122,842
Previous 143,939
14.66%
Holding current value
$10.1 Million
Previous $11.7 Million
18.43%
% of portfolio
0.02%
Previous 0.03%
Shares
18 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$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio