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 $28,322. This represents 0.02% of its overall portfolio holdings.
Number of Shares
980
Previous 980
-0.0%
Holding current value
$28,322
Previous $76,000
6.58%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
144MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio