Arlington Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Arlington Financial Advisors, LLC
- $394 Million
- Q3 2024
A detailed history of Arlington Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arlington Financial Advisors, LLC holds 2,959 shares of SCHM stock, worth $85,337. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,959
Previous 3,130
5.46%
Holding current value
$85,337
Previous $243,000
0.82%
% of portfolio
0.06%
Previous 0.07%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio