Sequoia Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 26,528 shares of SCHM stock, worth $766,659. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,528
Previous 27,517
3.59%
Holding current value
$766,659
Previous $2.14 Million
2.94%
% of portfolio
0.02%
Previous 0.03%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
967Shares Held
147MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio