Cwc Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History
Cwc Advisors, Llc.
- $101 Billion
- Q3 2024
A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cwc Advisors, Llc. holds 6,144 shares of SCHM stock, worth $177,500. This represents 0.5% of its overall portfolio holdings.
Number of Shares
6,144Holding current value
$177,500% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,001Shares Held
268MCall Options Held
13.2KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.72 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$826 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$291 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$219 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$216 Million2.94% of portfolio