Private Advisor Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Private Advisor Group, LLC
- $17.4 Billion
- Q4 2024
A detailed history of Private Advisor Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Private Advisor Group, LLC holds 302,569 shares of SCHM stock, worth $7.92 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
302,569
Previous 94,072
221.64%
Holding current value
$7.92 Million
Previous $7.82 Million
7.27%
% of portfolio
0.05%
Previous 0.05%
Shares
31 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio