Angeles Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Angeles Wealth Management, LLC
- $1.62 Billion
- Q3 2025
A detailed history of Angeles Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 559 shares of SCHM stock, worth $16,300. This represents 0.0% of its overall portfolio holdings.
Number of Shares
559
Previous 559
-0.0%
Holding current value
$16,300
Previous $15,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio