Fsm Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fsm Wealth Advisors, LLC

$281 Million
Q1 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 3,106 shares of SCHM stock, worth $239,441. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,106

Holding current value

$239,441

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $226,396 - $252,921	3,106 New	3,106 $252,000

Others Institutions Holding SCHM

# of Institutions

903

Shares Held

96M

Call Options Held

Put Options Held

600

Financial Engines Advisors L.L.C. Santa Clara, CA

21.1M
Shares

$1.62 Billion
3.87% of portfolio
Creative Planning Overland Park, KS

10.1M
Shares

$781 Million
0.92% of portfolio
High Tower Advisors, LLC Chicago, IL

3.69M
Shares

$285 Million
0.49% of portfolio
Wealth Enhancement Advisory Services, LLC

2.14M
Shares

$165 Million
0.47% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2M
Shares

$154 Million
2.99% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Fsm Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History