Unique Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History
Unique Wealth, LLC
- $437 Billion
- Q3 2024
A detailed history of Unique Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Unique Wealth, LLC holds 2,959 shares of SCHM stock, worth $245,715. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,959
Previous 3,578
17.3%
Holding current value
$245,715
Previous $278 Million
11.71%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio