Key F Inancial Inc Schwab Strategic U.S. Mid Cap Transaction History
Key F Inancial Inc
- $453 Million
- Q1 2025
A detailed history of Key F Inancial Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Key F Inancial Inc holds 4,839 shares of SCHM stock, worth $131,765. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,839
Previous 4,839
-0.0%
Holding current value
$131,765
Previous $134,000
5.97%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.6 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$787 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$273 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$241 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$223 Million0.18% of portfolio