Avantax Advisory Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 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 35,833 shares of SCHM stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
35,833
Previous 37,647
4.82%
Holding current value
$1.04 Million
Previous $986,000
1.93%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
1,042Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.74 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$856 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$306 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$297 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$274 Million3.22% of portfolio