Mgo One Seven LLC Schwab Strategic U.S. Mid Cap Transaction History
Mgo One Seven LLC
- $2.26 Billion
- Q3 2024
A detailed history of Mgo One Seven LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mgo One Seven LLC holds 6,412 shares of SCHM stock, worth $187,230. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,412
Previous 6,442
0.47%
Holding current value
$187,230
Previous $501,000
6.19%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
956Shares Held
138MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio