Valley Forge Investment Consultants Inc Adv Schwab Strategic U.S. Mid Cap Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 257,576 shares of SCHM stock, worth $6.9 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
257,576
Previous 88,312
191.67%
Holding current value
$6.9 Million
Previous $7.34 Million
2.73%
% of portfolio
2.46%
Previous 2.57%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio