Millstone Evans Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Millstone Evans Group, LLC
- $157 Billion
- Q3 2025
A detailed history of Millstone Evans Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Millstone Evans Group, LLC holds 2,004 shares of SCHM stock, worth $58,436. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,004
Previous 2,004
-0.0%
Holding current value
$58,436
Previous $56.2 Million
5.67%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,059Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio