Silicon Valley Capital Partners Schwab Strategic U.S. Mid Cap Transaction History
Silicon Valley Capital Partners
- $894 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
960Shares Held
142MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$753 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$209 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio