Ascension Capital Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Ascension Capital Advisors, Inc.
- $154 Million
- Q1 2024
A detailed history of Ascension Capital Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ascension Capital Advisors, Inc. holds 3,310 shares of SCHM stock, worth $255,962. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,310
Previous 3,443
3.86%
Holding current value
$255,962
Previous $259,000
3.86%
% of portfolio
0.17%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares 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$783 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 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