Albion Financial Group Schwab Strategic U.S. Mid Cap Transaction History
Albion Financial Group
- $1.29 Billion
- Q1 2024
A detailed history of Albion Financial Group transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Albion Financial Group holds 3,915 shares of SCHM stock, worth $303,608. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,915
Previous 3,987
1.81%
Holding current value
$303,608
Previous $300,000
6.0%
% of portfolio
0.02%
Previous 0.02%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$785 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio