En Rich Financial Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
En Rich Financial Partners LLC
- $300 Billion
- Q4 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 2,772 shares of SCHM stock, worth $70,907. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,772
Previous 897
209.03%
Holding current value
$70,907
Previous $74.5 Million
3.06%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio