Seek First Inc. Schwab Strategic U.S. Mid Cap Transaction History
Seek First Inc.
- $113 Billion
- Q2 2025
A detailed history of Seek First Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Seek First Inc. holds 53,144 shares of SCHM stock, worth $1.59 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
53,144
Previous 53,144
-0.0%
Holding current value
$1.59 Million
Previous $1.39 Billion
-0.0%
% of portfolio
1.24%
Previous 1.24%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,042Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.8 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$883 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$316 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$306 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$282 Million3.22% of portfolio