Altfest L J & CO Inc Schwab Strategic U.S. Mid Cap Transaction History
Altfest L J & CO Inc
- $751 Million
- Q3 2024
A detailed history of Altfest L J & CO Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Altfest L J & CO Inc holds 11,793 shares of SCHM stock, worth $352,492. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,793
Previous 14,178
16.82%
Holding current value
$352,492
Previous $1.1 Million
11.15%
% of portfolio
0.13%
Previous 0.15%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$775 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$294 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$97.4 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.9 Million0.18% of portfolio