Commonwealth Equity Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Commonwealth Equity Services, LLC
- $68.4 Billion
- Q4 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 668,506 shares of SCHM stock, worth $17.7 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
668,506
Previous 213,260
213.47%
Holding current value
$17.7 Million
Previous $17.7 Million
4.54%
% of portfolio
0.03%
Previous 0.03%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio