Walkner Condon Financial Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 2,749 shares of SCHM stock, worth $76,504. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,749
Previous 2,749
-0.0%
Holding current value
$76,504
Previous $213,000
7.04%
% of portfolio
0.05%
Previous 0.05%
Shares
9 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