Game Plan Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Game Plan Financial Advisors, LLC
- $311 Million
- Q4 2024
A detailed history of Game Plan Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Game Plan Financial Advisors, LLC holds 176,976 shares of SCHM stock, worth $4.94 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
176,976
Previous 54,880
222.48%
Holding current value
$4.94 Million
Previous $4.56 Million
7.57%
% of portfolio
1.58%
Previous 2.53%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares 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$799 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