Lutz Financial Services LLC Schwab Strategic U.S. Mid Cap Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lutz Financial Services LLC holds 189,836 shares of SCHM stock, worth $15.8 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
189,836
Previous 202,144
6.09%
Holding current value
$15.8 Million
Previous $16.5 Million
10.24%
% of portfolio
1.29%
Previous 1.44%
Shares
22 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$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio