Srs Capital Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Srs Capital Advisors, Inc.
- $1.07 Billion
- Q3 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 112 shares of SCHM stock, worth $3,324. This represents 0.0% of its overall portfolio holdings.
Number of Shares
112
Previous 111
0.9%
Holding current value
$3,324
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio