Brightworth Schwab Strategic U.S. Mid Cap Transaction History
Brightworth
- $933 Million
- Q3 2022
A detailed history of Brightworth transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brightworth holds 49,998 shares of SCHM stock, worth $1.46 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
49,998
Previous 53,547
6.63%
Holding current value
$1.46 Million
Previous $3.36 Million
9.91%
% of portfolio
0.32%
Previous 0.36%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio