Financial Advisory Service, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Financial Advisory Service, Inc.
- $1.18 Billion
- Q3 2024
A detailed history of Financial Advisory Service, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 184,484 shares of SCHM stock, worth $5.51 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
184,484
Previous 182,992
0.82%
Holding current value
$5.51 Million
Previous $14.2 Million
7.63%
% of portfolio
1.3%
Previous 1.3%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$775 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$294 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$97.4 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.9 Million0.18% of portfolio