Eley Financial Management, Inc Schwab Strategic U.S. Mid Cap Transaction History
Eley Financial Management, Inc
- $232 Billion
- Q1 2024
A detailed history of Eley Financial Management, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Eley Financial Management, Inc holds 9,345 shares of SCHM stock, worth $722,648. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,345
Previous 9,567
2.32%
Holding current value
$722,648
Previous $721 Million
5.6%
% of portfolio
0.33%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$783 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio