Benchmark Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Benchmark Wealth Management, LLC
- $188 Million
- Q2 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 15,648 shares of SCHM stock, worth $1.29 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
15,648
Previous 15,648
-0.0%
Holding current value
$1.29 Million
Previous $1.27 Million
4.47%
% of portfolio
0.65%
Previous 0.69%
Shares
5 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$829 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$262 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio