Grantvest Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Grantvest Financial Group LLC
- $89.5 Billion
- Q4 2024
A detailed history of Grantvest Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Grantvest Financial Group LLC holds 37,634 shares of SCHM stock, worth $962,677. This represents 1.16% of its overall portfolio holdings.
Number of Shares
37,634Holding current value
$962,677% of portfolio
1.16%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio