Plante Moran Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Plante Moran Financial Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 125,689 shares of SCHM stock, worth $3.37 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
125,689
Previous 42,556
195.35%
Holding current value
$3.37 Million
Previous $3.54 Million
1.5%
% of portfolio
0.29%
Previous 0.3%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio