Evolution Advisers, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Evolution Advisers, Inc.
- $204 Million
- Q2 2025
A detailed history of Evolution Advisers, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Evolution Advisers, Inc. holds 4,191 shares of SCHM stock, worth $125,897. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,191
Previous 4,191
-0.0%
Holding current value
$125,897
Previous $109,000
7.34%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$889 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$309 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio