Ci Private Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 2025
A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ci Private Wealth, LLC holds 651,939 shares of SCHM stock, worth $18.5 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
651,939
Previous 663,609
1.76%
Holding current value
$18.5 Million
Previous $18.4 Million
7.11%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
1,023Shares Held
284MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$823 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$286 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
-
Advisory Alpha, LLC8.37MShares$238 Million7.39% of portfolio