Sunbelt Securities, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Sunbelt Securities, Inc.
- $836 Million
- Q1 2024
A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 83,611 shares of SCHM stock, worth $6.48 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
83,611
Previous 76,681
9.04%
Holding current value
$6.48 Million
Previous $5.78 Million
17.89%
% of portfolio
0.81%
Previous 0.76%
Shares
17 transactions
Others Institutions Holding SCHM
# of Institutions
903Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$785 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio