Youngs Advisory Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Youngs Advisory Group, Inc.
- $236 Million
- Q4 2024
A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 359,778 shares of SCHM stock, worth $9.66 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
359,778
Previous 118,043
204.79%
Holding current value
$9.66 Million
Previous $9.81 Million
1.64%
% of portfolio
4.23%
Previous 4.07%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio