Financial Advisory Service, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Financial Advisory Service, Inc.
- $1.11 Billion
- Q4 2024
A detailed history of Financial Advisory Service, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 534,134 shares of SCHM stock, worth $13.1 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
534,134
Previous 184,484
189.53%
Holding current value
$13.1 Million
Previous $15.3 Million
3.44%
% of portfolio
1.33%
Previous 1.3%
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