Eley Financial Management, Inc Schwab Strategic U.S. Mid Cap Transaction History
Eley Financial Management, Inc
- $248 Billion
- Q3 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 9,102 shares of SCHM stock, worth $270,147. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,102
Previous 9,105
0.03%
Holding current value
$270,147
Previous $709 Million
6.72%
% of portfolio
0.3%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio