Imprint Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History
Imprint Wealth LLC
- $412 Billion
- Q1 2024
A detailed history of Imprint Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Imprint Wealth LLC holds 11,828 shares of SCHM stock, worth $340,882. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,828Holding current value
$340,882% of portfolio
0.23%Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
954Shares Held
124MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Fragasso Group Inc. Pittsburgh, PA3.35MShares$96.4 Million7.4% of portfolio