Nikulski Financial, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Nikulski Financial, Inc.
- $333 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
989Shares Held
186MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.7 Billion3.47% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$289 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$282 Million0.81% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$217 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$214 Million2.94% of portfolio