Strategic Financial Planning, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Strategic Financial Planning, Inc.
- $147 Million
- Q4 2024
A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 79,683 shares of SCHM stock, worth $2.23 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
79,683
Previous 26,627
199.26%
Holding current value
$2.23 Million
Previous $2.21 Million
0.18%
% of portfolio
1.5%
Previous 1.46%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio