Advisory Alpha, LLC Schwab Strategic U.S. Mid Cap Transaction History
Advisory Alpha, LLC
- $2.51 Billion
- Q2 2024
A detailed history of Advisory Alpha, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Advisory Alpha, LLC holds 1,837,312 shares of SCHM stock, worth $153 Million. This represents 5.69% of its overall portfolio holdings.
Number of Shares
1,837,312
Previous 1,713,535
7.22%
Holding current value
$153 Million
Previous $140 Million
2.48%
% of portfolio
5.69%
Previous 5.76%
Shares
30 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$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio