Stephens Consulting, LLC Schwab Strategic U.S. Mid Cap Transaction History
Stephens Consulting, LLC
- $292 Billion
- Q3 2025
A detailed history of Stephens Consulting, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stephens Consulting, LLC holds 1,678 shares of SCHM stock, worth $49,433. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,678
Previous 1,898
11.59%
Holding current value
$49,433
Previous $53.2 Million
6.58%
% of portfolio
0.02%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,039Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio