Blue Chip Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Blue Chip Wealth Advisors LLC
- $170 Billion
- Q2 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 10,954 shares of SCHM stock, worth $853,426. This represents 0.5% of its overall portfolio holdings.
Number of Shares
10,954
Previous 11,191
2.12%
Holding current value
$853,426
Previous $911 Million
6.46%
% of portfolio
0.5%
Previous 0.59%
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$1.65 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$783 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$178 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$174 Million2.77% of portfolio