49 Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
49 Wealth Management, LLC
- $614 Billion
- Q3 2024
A detailed history of 49 Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, 49 Wealth Management, LLC holds 2,489 shares of SCHM stock, worth $70,886. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,489Holding current value
$70,886% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$738 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$280 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$205 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$92.8 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$67.5 Million0.18% of portfolio