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 $122,209. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,191
Previous 4,191
-0.0%
Holding current value
$122,209
Previous $109,000
7.34%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio