Fragasso Group Inc. Schwab Strategic U.S. Mid Cap Transaction History
Fragasso Group Inc.
- $1.17 Billion
- Q2 2024
A detailed history of Fragasso Group Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fragasso Group Inc. holds 1,024,471 shares of SCHM stock, worth $81 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
1,024,471
Previous 960,390
6.67%
Holding current value
$81 Million
Previous $78.2 Million
1.96%
% of portfolio
6.81%
Previous 6.67%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio