Key F Inancial Inc Schwab Strategic U.S. Mid Cap Transaction History
Key F Inancial Inc
- $433 Million
- Q4 2024
A detailed history of Key F Inancial Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Key F Inancial Inc holds 4,839 shares of SCHM stock, worth $134,959. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,839
Previous 1,613
200.0%
Holding current value
$134,959
Previous $134,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
6 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$798 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$281 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