Empower Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Empower Advisory Group, LLC
- $26.9 Billion
- Q2 2024
A detailed history of Empower Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Empower Advisory Group, LLC holds 2,732 shares of SCHM stock, worth $225,417. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,732
Previous 2,995
8.78%
Holding current value
$225,417
Previous $243,000
12.76%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$829 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$262 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio