Sanctuary Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Sanctuary Advisors, LLC
- $15.8 Trillion
- Q4 2024
A detailed history of Sanctuary Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sanctuary Advisors, LLC holds 15,846 shares of SCHM stock, worth $449,234. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,846
Previous 17,003
6.8%
Holding current value
$449,234
Previous $505 Million
8.31%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,033Shares Held
283MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.71 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$300 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$291 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$268 Million3.22% of portfolio