Stephens Inc Schwab Strategic U.S. Mid Cap Transaction History
Stephens Inc
- $6.77 Billion
- Q3 2024
A detailed history of Stephens Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stephens Inc holds 2,536 shares of SCHM stock, worth $75,268. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,536
Previous 2,626
3.43%
Holding current value
$75,268
Previous $204,000
2.94%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares 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