My Purposeful Wealth Corp. Schwab Strategic U.S. Mid Cap Transaction History
My Purposeful Wealth Corp.
- $209 Billion
- Q3 2024
A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 2,602 shares of SCHM stock, worth $77,227. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,602Holding current value
$77,227% of portfolio
0.1%Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio