Almanack Investment Partners, Llc. Schwab Strategic U.S. Mid Cap Transaction History
Almanack Investment Partners, Llc.
- $570 Million
- Q1 2024
A detailed history of Almanack Investment Partners, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Almanack Investment Partners, Llc. holds 5,820 shares of SCHM stock, worth $448,140. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,820
Previous 7,531
22.72%
Holding current value
$448,140
Previous $567,000
16.58%
% of portfolio
0.08%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
904Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.62 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$780 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$284 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio