Strategic Financial Planning, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Strategic Financial Planning, Inc.
- $151 Million
- Q3 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 26,627 shares of SCHM stock, worth $767,922. This represents 1.46% of its overall portfolio holdings.
Number of Shares
26,627
Previous 26,458
0.64%
Holding current value
$767,922
Previous $2.06 Million
7.43%
% of portfolio
1.46%
Previous 1.49%
Shares
20 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$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio