Steward Partners Investment Advisory, LLC Schwab Strategic U.S. Mid Cap Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 6,723 shares of SCHM stock, worth $199,538. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,723
Previous 8,726
22.95%
Holding current value
$199,538
Previous $679,000
17.82%
% of portfolio
0.01%
Previous 0.01%
Shares
32 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