Integrated Advisors Network LLC Schwab Strategic U.S. Mid Cap Transaction History
Integrated Advisors Network LLC
- $2.14 Billion
- Q2 2025
A detailed history of Integrated Advisors Network LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Integrated Advisors Network LLC holds 54,230 shares of SCHM stock, worth $1.6 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
54,230
Previous 55,929
3.04%
Holding current value
$1.6 Million
Previous $1.46 Million
3.96%
% of portfolio
0.07%
Previous 0.08%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$874 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$319 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$280 Million3.22% of portfolio