Evolution Advisers, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Evolution Advisers, Inc.
- $183 Million
- Q4 2024
A detailed history of Evolution Advisers, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Evolution Advisers, Inc. holds 4,191 shares of SCHM stock, worth $117,264. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,191
Previous 1,397
200.0%
Holding current value
$117,264
Previous $116,000
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio