Financial Engines Advisors L.L.C. Schwab Strategic U.S. Mid Cap Transaction History
Financial Engines Advisors L.L.C.
- $48.7 Billion
- Q3 2024
A detailed history of Financial Engines Advisors L.L.C. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 25,929,301 shares of SCHM stock, worth $728 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
25,929,301
Previous 21,221,270
22.19%
Holding current value
$728 Million
Previous $1.65 Billion
30.44%
% of portfolio
4.42%
Previous 3.68%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio
-
Cerity Partners LLC New York, NY2.26MShares$63.6 Million0.42% of portfolio