Modus Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Modus Advisors, LLC
- $317 Million
- Q2 2025
A detailed history of Modus Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Modus Advisors, LLC holds 24,340 shares of SCHM stock, worth $708,537. This represents 0.22% of its overall portfolio holdings.
Number of Shares
24,340
Previous 24,590
1.02%
Holding current value
$708,537
Previous $643,000
6.07%
% of portfolio
0.22%
Previous 0.22%
Shares
23 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