Busey Wealth Management Schwab Strategic U.S. Mid Cap Transaction History
Busey Wealth Management
- $2.99 Billion
- Q4 2024
A detailed history of Busey Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Busey Wealth Management holds 11,973 shares of SCHM stock, worth $344,223. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,973
Previous 3,984
200.53%
Holding current value
$344,223
Previous $331,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
980Shares Held
173MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio