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 $5.36 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
184,484
Previous 182,992
0.82%
Holding current value
$5.36 Million
Previous $14.2 Million
7.63%
% of portfolio
1.3%
Previous 1.3%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio