Visionary Horizons, LLC Schwab Strategic U.S. Mid Cap Transaction History
Visionary Horizons, LLC
- $193 Billion
- Q4 2025
A detailed history of Visionary Horizons, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Visionary Horizons, LLC holds 16,399 shares of SCHM stock, worth $478,194. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,399
Previous 9,419
74.11%
Holding current value
$478,194
Previous $279 Million
76.63%
% of portfolio
0.26%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,068Shares Held
282MCall 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