Lee Financial CO Schwab Strategic U.S. Mid Cap Transaction History
Lee Financial CO
- $699 Million
- Q3 2024
A detailed history of Lee Financial CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lee Financial CO holds 110,899 shares of SCHM stock, worth $3.09 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
110,899
Previous 111,522
0.56%
Holding current value
$3.09 Million
Previous $8.68 Million
6.16%
% of portfolio
1.32%
Previous 1.42%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio