Balanced Wealth Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Balanced Wealth Group LLC
- $220 Billion
- Q2 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 45,176 shares of SCHM stock, worth $3.73 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
45,176
Previous 45,051
0.28%
Holding current value
$3.73 Million
Previous $3.6 Billion
3.15%
% of portfolio
1.58%
Previous 1.6%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$829 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$262 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio