Avion Wealth Schwab Strategic U.S. Mid Cap Transaction History
Avion Wealth
- $382 Million
- Q3 2024
A detailed history of Avion Wealth transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Avion Wealth holds 2,624 shares of SCHM stock, worth $73,025. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,624
Previous 2,623
0.04%
Holding current value
$73,025
Previous $204,000
6.37%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio