Life Steps Financial, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Life Steps Financial, Inc.
- $121 Million
- Q2 2024
A detailed history of Life Steps Financial, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Life Steps Financial, Inc. holds 23,851 shares of SCHM stock, worth $1.96 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
23,851
Previous 24,969
4.48%
Holding current value
$1.96 Million
Previous $2.03 Million
8.71%
% of portfolio
1.53%
Previous 1.54%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio