Balanced Wealth Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Balanced Wealth Group LLC
- $223 Billion
- Q4 2024
A detailed history of Balanced Wealth Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Balanced Wealth Group LLC holds 132,535 shares of SCHM stock, worth $3.39 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
132,535
Previous 44,400
198.5%
Holding current value
$3.39 Million
Previous $3.69 Billion
3.97%
% of portfolio
1.72%
Previous 1.63%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio