Blue Rock Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Blue Rock Wealth Management LLC
- $161 Billion
- Q3 2025
A detailed history of Blue Rock Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 7,203 shares of SCHM stock, worth $212,272. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,203Holding current value
$212,272% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$318 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio