Arlington Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Arlington Financial Advisors, LLC
- $476 Million
- Q1 2025
A detailed history of Arlington Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arlington Financial Advisors, LLC holds 8,013 shares of SCHM stock, worth $196,318. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,013
Previous 8,244
2.8%
Holding current value
$196,318
Previous $228,000
8.33%
% of portfolio
0.04%
Previous 0.05%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,008Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$183 Million2.94% of portfolio