Pps&V Asset Management Consultants, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Pps&V Asset Management Consultants, Inc.
- $148 Billion
- Q4 2024
A detailed history of Pps&V Asset Management Consultants, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pps&V Asset Management Consultants, Inc. holds 236,055 shares of SCHM stock, worth $6.82 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
236,055
Previous 79,180
198.12%
Holding current value
$6.82 Million
Previous $6.58 Billion
0.58%
% of portfolio
4.42%
Previous 4.51%
Shares
9 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