Financial Engines Advisors L.L.C. Schwab Strategic U.S. Mid Cap Transaction History
Financial Engines Advisors L.L.C.
- $47.4 Billion
- Q4 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 59,401,539 shares of SCHM stock, worth $1.46 Billion. This represents 3.47% of its overall portfolio holdings.
Number of Shares
59,401,539
Previous 25,929,301
129.09%
Holding current value
$1.46 Billion
Previous $2.15 Billion
23.6%
% of portfolio
3.47%
Previous 4.42%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio
-
Cerity Partners LLC New York, NY6.71MShares$165 Million0.41% of portfolio