Krilogy Financial LLC Schwab Strategic U.S. Mid Cap Transaction History
Krilogy Financial LLC
- $1.35 Billion
- Q3 2024
A detailed history of Krilogy Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Krilogy Financial LLC holds 26,055 shares of SCHM stock, worth $719,378. This represents 0.16% of its overall portfolio holdings.
Number of Shares
26,055
Previous 28,689
9.18%
Holding current value
$719,378
Previous $2.23 Million
3.05%
% of portfolio
0.16%
Previous 0.17%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio