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 $4,986. This represents 0.0% of its overall portfolio holdings.
Number of Shares
168
Previous 166
1.2%
Holding current value
$4,986
Previous $13 Million
7.53%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio