Larson Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Larson Financial Group LLC
- $1.92 Billion
- Q4 2024
A detailed history of Larson Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Larson Financial Group LLC holds 443,600 shares of SCHM stock, worth $11.3 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
443,600
Previous 155,399
185.46%
Holding current value
$11.3 Million
Previous $12.9 Million
4.8%
% of portfolio
0.64%
Previous 0.74%
Shares
24 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio