Strategic Financial Concepts, LLC Schwab Strategic U.S. Mid Cap Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 39,002 shares of SCHM stock, worth $1.13 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39,002Holding current value
$1.13 Million% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio