Bcs Wealth Management Schwab Strategic U.S. Mid Cap Transaction History
Bcs Wealth Management
- $389 Million
- Q1 2025
A detailed history of Bcs Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bcs Wealth Management holds 65,497 shares of SCHM stock, worth $1.61 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
65,497
Previous 79,925
18.05%
Holding current value
$1.61 Million
Previous $2.22 Million
22.53%
% of portfolio
0.44%
Previous 0.55%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio