Kestra Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kestra Advisory Services, LLC
- $17.2 Billion
- Q4 2024
A detailed history of Kestra Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 173,385 shares of SCHM stock, worth $4.84 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
173,385
Previous 240,103
27.79%
Holding current value
$4.84 Million
Previous $20 Million
75.92%
% of portfolio
0.03%
Previous 0.12%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
1,012Shares 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$798 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$281 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