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 $173,011. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,999
Previous 5,028
19.31%
Holding current value
$173,011
Previous $391 Million
27.37%
% of portfolio
0.12%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio