Fidelis I M, LLC Schwab Strategic U.S. Mid Cap Transaction History
Fidelis I M, LLC
- $220 Million
- Q3 2024
A detailed history of Fidelis I M, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fidelis I M, LLC holds 16,005 shares of SCHM stock, worth $467,346. This represents 0.6% of its overall portfolio holdings.
Number of Shares
16,005
Previous 16,005
-0.0%
Holding current value
$467,346
Previous $1.25 Million
6.75%
% of portfolio
0.6%
Previous 0.61%
Shares
3 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