Ifp Advisors, Inc Schwab Strategic U.S. Mid Cap Transaction History
Ifp Advisors, Inc
- $2.42 Billion
- Q2 2024
A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ifp Advisors, Inc holds 250,364 shares of SCHM stock, worth $6.97 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
250,364
Previous 248,546
0.73%
Holding current value
$6.97 Million
Previous $20.2 Million
3.73%
% of portfolio
0.8%
Previous 0.92%
Shares
35 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio