Bdo Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 274 shares of SCHM stock, worth $22,531. This represents 0.0% of its overall portfolio holdings.
Number of Shares
274
Previous 274
-0.0%
Holding current value
$22,531
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio