Sunburst Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Sunburst Financial Group, LLC
- $387 Million
- Q4 2024
A detailed history of Sunburst Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 73,523 shares of SCHM stock, worth $2.11 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
73,523
Previous 25,890
183.98%
Holding current value
$2.11 Million
Previous $2.15 Million
5.3%
% of portfolio
0.53%
Previous 0.58%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
980Shares Held
173MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio