Schaeffer Financial LLC Schwab Strategic U.S. Mid Cap Transaction History
Schaeffer Financial LLC
- $100 Million
- Q4 2024
A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Schaeffer Financial LLC holds 322,719 shares of SCHM stock, worth $9.3 Million. This represents 8.93% of its overall portfolio holdings.
Number of Shares
322,719
Previous 105,930
204.65%
Holding current value
$9.3 Million
Previous $8.8 Million
1.6%
% of portfolio
8.93%
Previous 8.95%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
964Shares Held
156MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$120 Million7.44% of portfolio