Cwc Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History
Cwc Advisors, Llc.
- $100 Billion
- Q4 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 18,578 shares of SCHM stock, worth $497,704. This represents 0.51% of its overall portfolio holdings.
Number of Shares
18,578
Previous 6,144
202.38%
Holding current value
$497,704
Previous $511 Million
0.84%
% of portfolio
0.51%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio