Lehman & Derafelo Financial Resources LLC Schwab Strategic U.S. Mid Cap Transaction History
Lehman & Derafelo Financial Resources LLC
- $337 Million
- Q4 2022
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$318 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio