Xy Planning Network, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Xy Planning Network, Inc.
- $133 Billion
- Q4 2024
A detailed history of Xy Planning Network, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Xy Planning Network, Inc. holds 10,513 shares of SCHM stock, worth $275,125. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,513Holding current value
$275,125% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio