Addison Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Addison Advisors LLC
- $340 Million
- Q3 2024
A detailed history of Addison Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Addison Advisors LLC holds 894 shares of SCHM stock, worth $26,104. This represents 0.02% of its overall portfolio holdings.
Number of Shares
894
Previous 894
-0.0%
Holding current value
$26,104
Previous $69,000
7.25%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
956Shares Held
138MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio