Powers Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Powers Advisory Group, LLC
- $199 Million
- Q4 2024
A detailed history of Powers Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Powers Advisory Group, LLC holds 159,612 shares of SCHM stock, worth $4.45 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
159,612
Previous 52,464
204.23%
Holding current value
$4.45 Million
Previous $4.36 Million
1.45%
% of portfolio
2.22%
Previous 2.17%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,012Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$798 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$281 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio