Warner Financial, Inc Schwab Strategic U.S. Mid Cap Transaction History
Warner Financial, Inc
- $205 Million
- Q2 2024
A detailed history of Warner Financial, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Warner Financial, Inc holds 18,263 shares of SCHM stock, worth $1.47 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
18,263
Previous 18,065
1.1%
Holding current value
$1.47 Million
Previous $1.47 Million
3.4%
% of portfolio
0.69%
Previous 0.74%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.7 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$817 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$298 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio