Main Street Group, LTD Schwab Strategic U.S. Mid Cap Transaction History
Main Street Group, LTD
- $219 Million
- Q3 2024
A detailed history of Main Street Group, LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Main Street Group, LTD holds 211 shares of SCHM stock, worth $6,106. This represents 0.01% of its overall portfolio holdings.
Number of Shares
211
Previous 210
0.48%
Holding current value
$6,106
Previous $16,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
151MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio