Blue Chip Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Blue Chip Wealth Advisors LLC
- $191 Billion
- Q3 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 10,781 shares of SCHM stock, worth $310,924. This represents 0.47% of its overall portfolio holdings.
Number of Shares
10,781
Previous 10,954
1.58%
Holding current value
$310,924
Previous $853 Million
5.09%
% of portfolio
0.47%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio