Warren Averett Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 159,411 shares of SCHM stock, worth $13.2 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
159,411
Previous 142,209
12.1%
Holding current value
$13.2 Million
Previous $11.6 Million
7.13%
% of portfolio
0.25%
Previous 0.27%
Shares
2 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$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$829 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$262 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio