Cjm Wealth Advisers, Ltd. Schwab Strategic U.S. Mid Cap Transaction History
Cjm Wealth Advisers, Ltd.
- $297 Billion
- Q4 2024
A detailed history of Cjm Wealth Advisers, Ltd. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 7,441 shares of SCHM stock, worth $207,975. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,441Holding current value
$207,975% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
952Shares Held
109MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$725 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$201 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.1 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.3 Million0.18% of portfolio