Phillips Financial Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Phillips Financial Management, LLC holds 18,670 shares of SCHM stock, worth $554,125. This represents 0.12% of its overall portfolio holdings.
Number of Shares
18,670
Previous 17,825
4.74%
Holding current value
$554,125
Previous $1.39 Million
11.82%
% of portfolio
0.12%
Previous 0.12%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio