Focus Financial Network Inc /Adv Schwab Strategic U.S. Mid Cap Transaction History
Focus Financial Network Inc /Adv
- $2.66 Trillion
- Q4 2023
A detailed history of Focus Financial Network Inc /Adv transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Focus Financial Network Inc /Adv holds 170,868 shares of SCHM stock, worth $5.03 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
170,868Holding current value
$5.03 Million% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,052Shares Held
280MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio