Summit Financial Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Summit Financial Wealth Advisors, LLC
- $440 Million
- Q2 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 11,805 shares of SCHM stock, worth $980,523. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,805
Previous 11,805
-0.0%
Holding current value
$980,523
Previous $961,000
4.47%
% of portfolio
0.21%
Previous 0.22%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio