Frank, Rimerman Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Frank, Rimerman Advisors LLC
- $1.46 Billion
- Q2 2025
A detailed history of Frank, Rimerman Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 13,134 shares of SCHM stock, worth $386,927. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,134
Previous 13,134
-0.0%
Holding current value
$386,927
Previous $344,000
6.98%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,038Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio