Family Investment Center, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Family Investment Center, Inc.
- $358 Million
- Q4 2024
A detailed history of Family Investment Center, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Family Investment Center, Inc. holds 170,372 shares of SCHM stock, worth $4.46 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
170,372
Previous 59,266
187.47%
Holding current value
$4.46 Million
Previous $4.92 Million
4.12%
% of portfolio
1.32%
Previous 1.36%
Shares
9 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