Financial Designs Corp Schwab Strategic U.S. Mid Cap Transaction History
Financial Designs Corp
- $163 Billion
- Q2 2025
A detailed history of Financial Designs Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Designs Corp holds 8,430 shares of SCHM stock, worth $248,432. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,430Holding current value
$248,432% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$318 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio