Life Plan Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Life Plan Financial, LLC holds 7,842 shares of SCHM stock, worth $219,183. This represents 0.56% of its overall portfolio holdings.
Number of Shares
7,842
Previous 7,771
0.91%
Holding current value
$219,183
Previous $605 Million
7.73%
% of portfolio
0.56%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
926Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$593 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.8 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.8 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.3 Million2.77% of portfolio