Financial Engines Advisors L.L.C. Schwab Strategic U.S. Mid Cap Transaction History
Financial Engines Advisors L.L.C.
- $44.9 Billion
- Q2 2024
A detailed history of Financial Engines Advisors L.L.C. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 21,221,270 shares of SCHM stock, worth $1.76 Billion. This represents 3.68% of its overall portfolio holdings.
Number of Shares
21,221,270
Previous 21,068,822
0.72%
Holding current value
$1.76 Billion
Previous $1.72 Billion
3.73%
% of portfolio
3.68%
Previous 3.87%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$172 Million0.4% of portfolio