Cbiz Investment Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cbiz Investment Advisory Services, LLC
- $1.93 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$744 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$282 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$206 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$93.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68 Million0.18% of portfolio