Financial Engines Advisors L.L.C. Schwab Strategic U.S. Mid Cap Transaction History
Financial Engines Advisors L.L.C.
- $44.3 Billion
- Q1 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 21,068,822 shares of SCHM stock, worth $1.64 Billion. This represents 3.87% of its overall portfolio holdings.
Number of Shares
21,068,822
Previous 21,134,065
0.31%
Holding current value
$1.64 Billion
Previous $1.59 Billion
7.78%
% of portfolio
3.87%
Previous 3.76%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Creative Planning Overland Park, KS10.1MShares$788 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$287 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$167 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio
-
Cerity Partners LLC New York, NY1.98MShares$154 Million0.43% of portfolio