Avantax Advisory Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 37,647 shares of SCHM stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
37,647
Previous 36,737
2.48%
Holding current value
$1.1 Million
Previous $1.02 Million
3.05%
% of portfolio
0.01%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,019Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$842 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$292 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$258 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$239 Million0.18% of portfolio