Vantage Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Vantage Financial Partners, LLC
- $385 Million
- Q3 2024
A detailed history of Vantage Financial Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 36,016 shares of SCHM stock, worth $1 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
36,016
Previous 148,690
75.78%
Holding current value
$1 Million
Previous $11.6 Million
74.14%
% of portfolio
0.78%
Previous 3.1%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio