Evernest Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Evernest Financial Advisors, LLC
- $363 Million
- Q4 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 17,568 shares of SCHM stock, worth $430,416. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,568
Previous 5,832
201.23%
Holding current value
$430,416
Previous $484,000
0.41%
% of portfolio
0.13%
Previous 0.13%
Shares
5 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