En Rich Financial Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
En Rich Financial Partners LLC
- $300 Billion
- Q4 2024
A detailed history of En Rich Financial Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, En Rich Financial Partners LLC holds 2,772 shares of SCHM stock, worth $72,543. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,772
Previous 897
209.03%
Holding current value
$72,543
Previous $74.5 Million
3.06%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio