Independent Advisor Alliance Schwab Strategic U.S. Mid Cap Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Independent Advisor Alliance holds 107,603 shares of SCHM stock, worth $3.01 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
107,603
Previous 4,320
2390.81%
Holding current value
$3.01 Million
Previous $358,000
732.68%
% of portfolio
0.04%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio