Millstone Evans Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Millstone Evans Group, LLC
- $147 Billion
- Q1 2025
A detailed history of Millstone Evans Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Millstone Evans Group, LLC holds 2,004 shares of SCHM stock, worth $58,336. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,004
Previous 2,004
-0.0%
Holding current value
$58,336
Previous $55.5 Million
5.45%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,019Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$842 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$292 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$258 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$239 Million0.18% of portfolio