Fin Trust Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Fin Trust Capital Advisors, LLC
- $577 Million
- Q3 2024
A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 1,302 shares of SCHM stock, worth $36,234. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,302
Previous 1,301
0.08%
Holding current value
$36,234
Previous $101,000
6.93%
% of portfolio
0.02%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio