Diversify Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 153,951 shares of SCHM stock, worth $4.6 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
153,951Holding current value
$4.6 Million% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$775 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$294 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
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High Tower Advisors, LLC Chicago, IL3.26MShares$97.4 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.9 Million0.18% of portfolio