En Rich Financial Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
En Rich Financial Partners LLC
- $299 Billion
- Q3 2024
A detailed history of En Rich Financial Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, En Rich Financial Partners LLC holds 897 shares of SCHM stock, worth $25,788. This represents 0.02% of its overall portfolio holdings.
Number of Shares
897
Previous 899
0.22%
Holding current value
$25,788
Previous $70 Million
6.52%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
980Shares Held
173MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio