Fairfield Financial Advisors, LTD Schwab Strategic U.S. Mid Cap Transaction History
Fairfield Financial Advisors, LTD
- $294 Billion
- Q3 2024
A detailed history of Fairfield Financial Advisors, LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fairfield Financial Advisors, LTD holds 168 shares of SCHM stock, worth $4,905. This represents 0.0% of its overall portfolio holdings.
Number of Shares
168
Previous 166
1.2%
Holding current value
$4,905
Previous $13 Million
7.53%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio