Kpp Advisory Services LLC Schwab Strategic U.S. Mid Cap Transaction History
Kpp Advisory Services LLC
- $417 Billion
- Q3 2024
A detailed history of Kpp Advisory Services LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kpp Advisory Services LLC holds 5,999 shares of SCHM stock, worth $175,170. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,999
Previous 5,028
19.31%
Holding current value
$175,170
Previous $391 Million
27.37%
% of portfolio
0.12%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$69.3 Million0.18% of portfolio