Carolina Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Carolina Wealth Advisors, LLC
- $178 Million
- Q1 2025
A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 145,581 shares of SCHM stock, worth $3.7 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
145,581
Previous 147,394
1.23%
Holding current value
$3.7 Million
Previous $4.08 Million
6.61%
% of portfolio
2.14%
Previous 2.28%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio