Great Waters Wealth Management Schwab Strategic U.S. Mid Cap Transaction History
Great Waters Wealth Management
- $742 Billion
- Q3 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Great Waters Wealth Management holds 13,021 shares of SCHM stock, worth $1.08 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,021
Previous 13,288
2.01%
Holding current value
$1.08 Million
Previous $1.03 Billion
4.62%
% of portfolio
0.15%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.9MCall 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