Frank, Rimerman Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Frank, Rimerman Advisors LLC
- $1.4 Billion
- Q3 2024
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 4,378 shares of SCHM stock, worth $128,012. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,378
Previous 4,378
-0.0%
Holding current value
$128,012
Previous $340,000
6.76%
% of portfolio
0.03%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
952Shares Held
128MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$758 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio