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 $6,959. This represents 0.0% of its overall portfolio holdings.
Number of Shares
274
Previous 274
-0.0%
Holding current value
$6,959
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
10 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$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio