Life Plan Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Life Plan Financial, LLC holds 7,842 shares of SCHM stock, worth $226,163. This represents 0.56% of its overall portfolio holdings.
Number of Shares
7,842
Previous 7,771
0.91%
Holding current value
$226,163
Previous $605 Million
7.73%
% of portfolio
0.56%
Previous 0.56%
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