Altus Wealth Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Altus Wealth Group LLC
- $221 Million
- Q4 2024
A detailed history of Altus Wealth Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Altus Wealth Group LLC holds 131,416 shares of SCHM stock, worth $3.44 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
131,416
Previous 45,478
188.97%
Holding current value
$3.44 Million
Previous $3.78 Million
3.63%
% of portfolio
1.65%
Previous 1.65%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio