Lutz Financial Services LLC Schwab Strategic U.S. Mid Cap Transaction History
Lutz Financial Services LLC
- $1.23 Billion
- Q3 2024
A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lutz Financial Services LLC holds 187,813 shares of SCHM stock, worth $5.28 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
187,813
Previous 189,836
1.07%
Holding current value
$5.28 Million
Previous $14.8 Million
5.62%
% of portfolio
1.27%
Previous 1.29%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio