Mc Clarren Financial Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Mc Clarren Financial Advisors, Inc.
- $35.6 Million
- Q4 2024
A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 748 shares of SCHM stock, worth $20,091. This represents 0.06% of its overall portfolio holdings.
Number of Shares
748Holding current value
$20,091% of portfolio
0.06%Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio