Wilkins Miller Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Wilkins Miller Wealth Management, LLC
- $133 Billion
- Q1 2025
A detailed history of Wilkins Miller Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 32,467 shares of SCHM stock, worth $874,336. This represents 0.64% of its overall portfolio holdings.
Number of Shares
32,467Holding current value
$874,336% of portfolio
0.64%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.58 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$779 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$270 Million0.37% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$239 Million3.25% of portfolio
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Northwestern Mutual Wealth Management CO8.2MShares$221 Million0.18% of portfolio