First Personal Financial Services Schwab Strategic U.S. Mid Cap Transaction History
First Personal Financial Services
- $472 Million
- Q3 2024
A detailed history of First Personal Financial Services transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First Personal Financial Services holds 100 shares of SCHM stock, worth $2,838. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100Holding current value
$2,838% of portfolio
0.0%Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$821 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$233 Million0.18% of portfolio