Founders Financial Alliance, LLC Schwab Strategic U.S. Mid Cap Transaction History
Founders Financial Alliance, LLC
- $352 Million
- Q3 2024
A detailed history of Founders Financial Alliance, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 980 shares of SCHM stock, worth $27,273. This represents 0.02% of its overall portfolio holdings.
Number of Shares
980
Previous 980
-0.0%
Holding current value
$27,273
Previous $76,000
6.58%
% of portfolio
0.02%
Previous 0.02%
Shares
6 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