Sym Financial Corp Schwab Strategic U.S. Mid Cap Transaction History
Sym Financial Corp
- $626 Million
- Q2 2024
A detailed history of Sym Financial Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sym Financial Corp holds 2,608 shares of SCHM stock, worth $76,153. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,608
Previous 4,753
45.13%
Holding current value
$76,153
Previous $387,000
47.8%
% of portfolio
0.03%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio