Pure Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Pure Financial Advisors, LLC
- $4.03 Billion
- Q3 2024
A detailed history of Pure Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 70,292 shares of SCHM stock, worth $2.04 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
70,292
Previous 70,875
0.82%
Holding current value
$2.04 Million
Previous $5.52 Million
5.87%
% of portfolio
0.14%
Previous 0.16%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio