Main Street Financial Solutions, LLC Schwab Strategic U.S. Mid Cap Transaction History
Main Street Financial Solutions, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Main Street Financial Solutions, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Main Street Financial Solutions, LLC holds 85,616 shares of SCHM stock, worth $2.49 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
85,616
Previous 84,115
1.78%
Holding current value
$2.49 Million
Previous $6.55 Million
8.66%
% of portfolio
0.64%
Previous 0.6%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio