Life Steps Financial, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Life Steps Financial, Inc.
- $130 Million
- Q4 2024
A detailed history of Life Steps Financial, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Life Steps Financial, Inc. holds 71,023 shares of SCHM stock, worth $1.86 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
71,023
Previous 23,726
199.35%
Holding current value
$1.86 Million
Previous $1.97 Million
0.15%
% of portfolio
1.51%
Previous 1.54%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall 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