Walkner Condon Financial Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 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 8,247 shares of SCHM stock, worth $237,101. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,247
Previous 2,749
200.0%
Holding current value
$237,101
Previous $228,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
980Shares Held
173MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio