Asset Planning Services Inc Schwab Strategic U.S. Mid Cap Transaction History
Asset Planning Services Inc
- $205 Million
- Q4 2024
A detailed history of Asset Planning Services Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Asset Planning Services Inc holds 18,716 shares of SCHM stock, worth $501,401. This represents 0.25% of its overall portfolio holdings.
Number of Shares
18,716
Previous 6,127
205.47%
Holding current value
$501,401
Previous $509,000
1.96%
% of portfolio
0.25%
Previous 0.25%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio