Frank, Rimerman Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Frank, Rimerman Advisors LLC
- $1.36 Billion
- Q4 2024
A detailed history of Frank, Rimerman Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 13,134 shares of SCHM stock, worth $343,716. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,134
Previous 4,378
200.0%
Holding current value
$343,716
Previous $363,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,008Shares Held
273MCall 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