Walkner Condon Financial Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 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 $217,280. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,749
Previous 2,749
-0.0%
Holding current value
$217,280
Previous $213,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio