Seek First Inc. Schwab Strategic U.S. Mid Cap Transaction History
Seek First Inc.
- $139 Billion
- Q3 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 53,563 shares of SCHM stock, worth $1.56 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
53,563
Previous 53,336
0.43%
Holding current value
$1.56 Million
Previous $1.5 Billion
6.12%
% of portfolio
1.14%
Previous 1.21%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio