Institutional & Family Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 432 shares of SCHM stock, worth $34,832. This represents 0.0% of its overall portfolio holdings.
Number of Shares
432
Previous 72
500.0%
Holding current value
$34,832
Previous $5,000
560.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
899Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.7 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$817 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$298 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio