Pflug Koory, LLC Schwab Strategic U.S. Mid Cap Transaction History
Pflug Koory, LLC
- $1.48 Billion
- Q4 2024
A detailed history of Pflug Koory, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pflug Koory, LLC holds 6,171 shares of SCHM stock, worth $165,753. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,171
Previous 2,107
192.88%
Holding current value
$165,753
Previous $175,000
2.86%
% of portfolio
0.01%
Previous 0.01%
Shares
17 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