Raymond James Financial Services Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Raymond James Financial Services Advisors, Inc.
- $73.5 Billion
- Q3 2024
A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 659,628 shares of SCHM stock, worth $19.1 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
659,628
Previous 645,119
2.25%
Holding current value
$19.1 Million
Previous $50.2 Million
9.16%
% of portfolio
0.07%
Previous 0.07%
Shares
30 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