Signature Estate & Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Signature Estate & Investment Advisors LLC
- $3.98 Billion
- Q2 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 19,612 shares of SCHM stock, worth $541,487. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,612Holding current value
$541,487% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
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High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio