Planning Alternatives LTD Schwab Strategic U.S. Mid Cap Transaction History
Planning Alternatives LTD
- $618 Million
- Q2 2024
A detailed history of Planning Alternatives LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Planning Alternatives LTD holds 9,007 shares of SCHM stock, worth $711,913. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,007
Previous 9,040
0.37%
Holding current value
$711,913
Previous $736,000
4.76%
% of portfolio
0.11%
Previous 0.12%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio